The Needs Attention section on your dashboard is a short, prioritized list of quotes and invoices that require action today. It eliminates clutter so you can focus on immediate follow-ups and unfinished work.
What appears in the list
Items surface in this section based on specific statuses:
- Invoices that need attention:
- Overdue invoices: Invoices with a status of Sent or Viewed whose due date has passed. These represent your highest collection priority.
- Viewed invoices (Unpaid): Invoices opened by the customer via their permalink but not yet paid.
- Draft invoices: Invoices you started but haven't sent yet.
- Quotes that need attention:
- Draft quotes: Unsent quotes that need to be completed or delivered.
Note: Sent invoices that are not yet past due, Paid invoices, Accepted/Rejected quotes, and Void documents are intentionally excluded to keep this list strictly actionable.
How the list is ordered
- Overdue items come first: Sorted by how far past due they are (most overdue at the top).
- Viewed items come next: Sorted by when the customer last opened the link.
- Drafts appear last: Sorted by last edit date (oldest drafts at the top so abandoned work gets cleared).
Clearing an item from "Needs Attention"
- Overdue or viewed invoice:
- Mark as Paid (or wait for automatic Interac e-Transfer reconciliation) once funds arrive.
- Mark as Void (or Uncollectible if past 90 days overdue) if the payment cannot be collected.
- Draft invoice or quote:
- Finish and Send it to the customer.
- Delete the document if created by mistake or no longer relevant.
