Every invoice in Cornerspot has a detail page that answers one question at a glance: where does this invoice stand? It gathers the money, the lifecycle, every payment, and a running activity feed in one place. This guide walks through each part so you always know what’s been collected, what’s still owed, and what’s happened along the way.
How to review an invoice’s payments and activity
Open the invoice from your list and you’ll land on its detail page. From the top down, here’s what each section tells you.
1. Open the invoice
From the dashboard, select Invoices in the left-hand menu (under Members & Billing), then click the invoice you want to review. This opens its detail page at /dashboard/billing/invoices/{id}.
2. Read the hero card
The hero card at the top is your financial summary. The large figure is the Amount due (or Total paid once it’s settled), and the stat tiles break the money down into Subtotal, Collected (shown as Paid when fully paid), Refunded, and Outstanding. One look tells you how much of the invoice has actually come in.
3. Follow the Lifecycle bar
Below the totals, the Lifecycle progress bar shows how far the invoice has travelled, with a “{percent}% collected” readout and four steps: Drafted, Sent, Viewed, and Paid. The steps light up as the invoice is finalized, sent to the customer, opened by them, and paid.
4. Check the Payments card
The Payments card lists every payment recorded against the invoice — each one’s Date, Method, Reference, Amount, and Status (Completed, Failed, or Refunded). The card’s subtitle summarizes the balance (for example “1 payment · {amount} outstanding”), and any refund appears as its own sub-row beneath the payment it came from.
5. Scan the Activity timeline
The Activity card is a running timeline of everything that’s happened — system events (finalized, sent, paid) and any internal notes your team has added, newest first. It’s the audit trail for the invoice.
6. Filter the timeline
Use the Filter control in the top-right of the Activity card to switch the feed between All events, Notes only, and System events — handy when you want just your team’s comments, or just what the system recorded.
7. Add an internal note
At the bottom of the Activity card is a composer: type into “Add an internal note… (only your team will see this)” and click Post. Notes are private to your team — they appear in the timeline but are never shown to the customer — so they’re perfect for logging a phone call, a promise to pay, or context for whoever picks this invoice up next.
What the statuses mean
The status pill in the header and the metadata sidebar tells you which stage the invoice is in:
- Open: Finalized and awaiting payment.
- Partially paid: Some payment has been collected; the Outstanding figure shows what’s left.
- Paid: The balance has reached zero.
- Overdue: An open or partially-paid invoice past its due date.
- Void / Uncollectible: Cancelled or written off — kept in your records for audit.
Tips
- Use the hero card for a quick answer to “how much is still owed?” — the Outstanding figure is the balance due.
- Drop an internal note whenever you talk to the customer so the next person has the full context.
- Switch the Activity Filter to Notes only to review just your team’s comments without the system noise.
- To nudge an unpaid invoice, use Send reminder in the header — see the reminder guide for details.