Overview
Who Owes Me is a continuous accounts receivable report that shows all unpaid invoices at a glance. Unlike traditional reports that need to be manually generated, this report updates in real time as invoices are created, sent, and paid.
What You See
The report groups outstanding invoices by client, making it easy to see:
- Unpaid invoices per client — every outstanding invoice listed under the client it belongs to
- Overdue status — invoices that have passed their payment terms are flagged, showing the number of days past due
- Sent tracking — whether the invoice has been sent through Beeswax (invoices sent outside of Beeswax are not tracked)
- Balance display — the remaining amount owed, accounting for any partial payments that have been applied
Overdue Invoices
Overdue status is calculated based on the payment terms set on each invoice. If an invoice's due date has passed without full payment, it appears as overdue with the number of days past due clearly displayed.
Note: Overdue tracking is most accurate when you send invoices through Beeswax. If invoices are sent externally, Beeswax cannot track whether the client has received them.
Audit Trail
For a complete history of what has happened with a specific invoice — including when it was sent, to whom, and any payments received — check the Project Activity tab on the project the invoice belongs to.
Note: Sending invoices through Beeswax is recommended. It provides delivery tracking, a complete audit trail, and ensures the Who Owes Me report accurately reflects the status of every outstanding invoice.