Total outstanding
Record grain: invoice
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Payments & invoices · Google Sheets sample
Work an invoice-aging register of outstanding balances, from not-yet-due invoices to the oldest overdue bucket. This is a table-first report for collection work.
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
| Invoice | Customer | Due date | Days overdue | Status | Balance |
|---|---|---|---|---|---|
| Invoice i2 | Ethan Brooks | 2026-09-01 | 42 | Partially paid | $900 |
| Invoice i1 | Ava Wilson | 2026-10-05 | 8 | Unpaid | $500 |
Record grain: invoice
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Record grain: record
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Record grain: invoice
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Record grain: invoice
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Record grain: record
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Record grain: record
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Balances describe the latest snapshot. Historical balance trends require actual snapshots; the sample does not invent a line chart from today’s balances.
Current receivables only. No past-date balance reconstruction. Draft, void, paid and zero-balance records excluded.
CRM coverage only · USD; other currencies excluded. Financial units and relationship namespaces are simulated, not provider-validated.
Early access · These public previews use invented records. Join early access to discuss connecting your own GoHighLevel account.
Use the report whose definitions match the decision you need to make.
Confirm source access, relevant mappings, history, and any configured goals.
The early-access design reuses compatible imports and creates a report worksheet.
Select source refreshes deliberately. New executions transferring records add usage.
Invoice line amounts, quantities and customer detail.
Explore sample →Customer collections, current balances and linked payment records.
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