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Read balances and collection reports

Understand outstanding invoices, recorded cash, and separate currencies.

1 min readUpdated September 13, 2026
01

Choose the scope

Open Reports and check the date range and filters. A business workspace reports on its own company. A practice can review the portfolio or a client company.

Printed and exported reports reflect their scope. Check that scope before sharing a report.

02

Outstanding and overdue

Outstanding is the unpaid amount, including invoices not yet due. Paused and disputed invoices still count until their balances are settled.

Invoice age is based on the due date and workspace timezone. An invoice due today is not overdue yet.

03

Cash, credits, and promises

Cash received reflects recorded payments. Credits and promises are separate; they are not additional money collected. Connected reports reflect the latest QuickBooks sync.

Currencies are shown separately. Clawrk does not convert balances or add different currencies into a single total.

Put this guide to work.

Your workspace opens in a new tab.

Open Reports

Something still unclear?

Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.

KEEP GOINGRecord payments and credits in the right placeKeep cash received, balance adjustments, and accounting ownership distinct.Track a payment promiseRecord an agreed amount and date without changing the invoice balance.Export records or close a workspaceUnderstand exports, cancellation, and closure before choosing an action.