Successful live collections
Record grain: transaction
Date basis: Validated payment date
Rules: Successful live transactions in selected currency; gross, refunds separate
Payments & invoices · Google Sheets sample
GoHighLevel Cash & Invoices report template
Bring successful collections and current overdue invoices into the same operating view while keeping their meanings separate. Use the invoice register for collection follow-up.
Cash & Invoices
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
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Successful live collections$4,450.00Validated payment date
Current overdue amount$1,400.00As of latest refresh
Overdue invoices2As of latest refresh
Payments with unresolved links1Payment date
Collections over time
2026-10-01–2026-10-13 · Daily · Payment date
View chart data
| Group | Value |
|---|---|
| 2026-10-01 | $0.00 |
| 2026-10-02 | $0.00 |
| 2026-10-03 | $0.00 |
| 2026-10-04 | $1,000.00 |
| 2026-10-05 | $0.00 |
| 2026-10-06 | $700.00 |
| 2026-10-07 | $0.00 |
| 2026-10-08 | $2,750.00 |
| 2026-10-09 | $0.00 |
| 2026-10-10 | $0.00 |
| 2026-10-11 | $0.00 |
| 2026-10-12 | $0.00 |
| 2026-10-13 | $0.00 |
Overdue balances by age
View chart data
| Group | Value |
|---|---|
| 1–30 days | $500.00 |
| 31–60 days | $900.00 |
| 61+ days | $0.00 |
| Invoice | Customer | Due date | Balance | Currency |
|---|---|---|---|---|
| Invoice i1 | Ava Wilson | 2026-10-05 | $500 | USD |
| Invoice i2 | Ethan Brooks | 2026-09-01 | $900 | USD |
What the metrics mean
Current overdue amount
Record grain: invoice
Date basis: As of latest refresh
Rules: Eligible unpaid balance past due date in selected currency
Overdue invoices
Record grain: invoice
Date basis: As of latest refresh
Rules: Eligible unpaid invoices past due; one invoice per ID
Payments with unresolved links
Record grain: transaction
Date basis: Payment date
Rules: Successful live collections missing explicit opportunity relationship
Required data and boundaries
- Successful live transactions
- Invoices and current balances
- Contacts
- Opportunities
Gross live collections are not recognized revenue. Current overdue balances are snapshots, and a shared contact does not allocate a payment to a deal.
CRM financial coverage only · USD. Gross collections; $200 recorded refunded separately. 1 other-currency and 1 test transactions excluded. A contact match never attributes a payment to a deal.
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