EIL Payments Tab User Guide
Where the data comes from
- All figures come from Invoiced, our billing system, which handles card and bank payments through Flywire.
- Data refreshes automatically about every hour. No manual data entry or updates are needed.
- If the tab displays “Not synced yet,” the first refresh has not run.
The tab has no date filters or search. It always shows the current picture, using the recent windows shown in individual card titles.
What needs attention
Five cards appear across the top. Green means all clear, amber means review, and red means act now.
| Card | What it counts | What to do |
|---|---|---|
| Flagged, needs review | The combined total of Failed, Method changed, and Unpaid. | If the count is above zero, check those cards to identify the type of issue. |
| Failed | Payments attempted unsuccessfully within the recent window. | Retry the payment or contact the client. |
| Method changed | Clients who changed their payment method within the recent window. | Confirm the new method is on file and correct. |
| Unpaid | Past-due invoices within the recent window. | Follow up with the client. |
| AR aging | The dollar amount owed on invoices overdue beyond the configured number of days. | Follow up on the oldest balances first. |
Card titles show the exact window, such as “Failed, last 30d.” Check the title before interpreting a count.
AR means accounts receivable: money clients owe us.
Payment status by bucket
Below the top row, four cards group invoices by how overdue they are. Each card shows the number of invoices in its bucket.
| Bucket | Meaning | Suggested follow-up |
|---|---|---|
| Current, this month | Not yet due. | No action needed. |
| 1–30 days overdue | Recently late. | Send a gentle reminder. |
| 31–60 days overdue | Getting serious. | Follow up directly. |
| 60+ days overdue | Seriously past due. | Escalate. |
This section appears only after overdue data has synced. Use the bucket labels as displayed in the tab.
FAQ'S
Payment alerts
The Alerts tab can notify you when payment problems or overdue balances are found, so you do not have to check the Payments page every day.
Why does the tab show “Not synced yet”?
The hourly Invoiced refresh has not run for the first time. Ask an admin to trigger a sync.
Why are the numbers zero when I expected issues?
Zero means no problems were found within the card’s recent window. Check whether the window in the card title covers the period you have in mind.
Can I see which clients are affected?
The Payments tab shows counts and totals only. Open the client in Invoiced to see their invoices and investigate the issue.
Why can’t I see this tab?
Access requires the Payments permission. Ask an admin to enable it for your account.