What shows here. Every invoice in your Airtable view Unpaid Invoices 1 Year Old By Customer. Change that view and this page follows. Invoices and payments come from the nightly Service Fusion sync, so a payment taken today disappears tomorrow.

Balance. Service Fusion marks an invoice paid only when it is paid in full. Deposits and progress payments sit on the job, so each balance here is net of the job payments, oldest invoice first. Those show a PARTLY PAID tag.

Age counts days since the invoice date. Terms (NET30, NET45) set the due date shown on each invoice; COD and due-on-receipt are due the day they are issued.

Needs follow-up means 30 or more days old, nothing logged in the last 7 days, and no follow-up date still ahead. Logging a call, text or email resets that. A promised-by date that passes without payment turns into a broken promise.

Follow-up log. Everything logged here is saved to the Airtable table Collection Notes, so Josh, Lucas and Jon see the same history.