A weekly invoice review keeps billing from becoming a surprise. You do not need a long meeting or a complicated report. You need a repeatable check of what is sent, what is paid, and what needs attention.
Start at the dashboard#
Open the Reinvoice dashboard and scan the top numbers. Look for changes in revenue, invoice count, and overdue work.
Check overdue invoices first#
Overdue invoices deserve attention before new admin work. Open each one, confirm the customer and due date, then decide whether to follow up.
Review recent invoices#
Look at invoices created or changed recently. Finish drafts, correct mistakes, and make sure sent invoices have the right status.
Look at activity#
Recent activity shows what changed. Use it to catch sent emails, newly created invoices, or credit memos that may need a second look.
A 15-minute weekly routine#
- Scan the dashboard.
- Open overdue invoices.
- Send needed follow-ups.
- Update payment status.
- Finish or delete stale drafts.
Small reviews keep billing clean. Big reviews usually mean something has already been ignored too long.