Skip to content
English
Go to opus1.io
  • There are no suggestions because the search field is empty.

Why does the Invoices report only show paid invoices?

The Opus1 Invoices report shows one status at a time, and it remembers the last one you used in this browser. If the list is only paid invoices, Filter status is set to Closed — change it to Open to see unpaid balances. For past-due invoices only, use Reporting → Overdue Invoices instead.

 Last updated: September 3, 2026
Applies to: Owner / Manager / Staff
Plan: All 

Table of Contents

  1. Overview
  2. Which report am I on?
  3. Change Filter status to Open
  4. Common causes
  5. Who can open which report
  6. How the date range works
  7. If you need a paid-history PDF for one family
  8. Troubleshooting
  9. FAQ
  10. Related Articles

Overview

Reporting → Invoices is the school-wide invoice list in Opus1, and Filter status controls what appears in it. That filter takes one status at a time:

Filter status What you see
Open Unpaid invoices that still carry a balance. This is the built-in default
Closed Paid and settled invoices — what most staff mean by "paid"
Voided Canceled invoices
Processing ACH bank payments still settling

So a report showing only paid invoices has Filter status set to Closed. Switch it to Open for unpaid balances, or open Overdue Invoices for past-due invoices only.

The status you pick is remembered in your browser. The next time you open the report it comes back on Closed until you change it, which is usually why the list appears stuck on paid invoices.

Which report am I on?

Opus1 has three money lists under Reporting, and each is built for a different job. Landing on the wrong one produces the same symptom.

Menu What it is Shows unpaid invoices?
Invoices Invoices in a due-date range, filtered by one status Only when status is Open
Overdue Invoices Open invoices whose due date has already passed Yes, past due only
Transactions Payments — charges, refunds, failed attempts — rather than invoices No. An unpaid bill with no payment on it never appears

If you opened Transactions looking for who still owes money, you are seeing only money that has already moved, which is working as intended. Switch to Invoices with status Open, or to Overdue Invoices.

Step-by-step instructions for building an unpaid list are in How do I generate a statement with outstanding invoices?

Change Filter Status to Open

  1. Go to Reporting → Invoices. Owners only — managers and staff use Reporting → Overdue Invoices for past-due invoices, or a client's Invoices list for one family.
  2. Find Filter status.
  3. Select Open.
  4. Check Invoices due from … to … and widen the range if the invoices you want are due outside it. The default covers roughly the last three months, and Opus1 remembers this range too.
  5. Click export csv if you need a file.

The Invoices report shows one status per view, so run Open for outstanding balances and Closed for paid history, or export each separately.

Common causes

Cause What to do
Filter status is Closed Set it to Open. Closed is what Opus1 calls paid in full, with $0 remaining due
Your browser remembered Closed Same control. Opus1 stores the last status locally, so this is not a school-wide setting and changing it affects only you
You are on Transactions That report lists payments. Use Invoices or Overdue Invoices for balances
The due-date range is too narrow Invoices due next month, or last year, fall outside a short window. Open the date range and extend it
You wanted past due only Overdue Invoices is open and already due. Open invoices not yet due appear only on Invoices with status Open

One wrinkle worth knowing: a $0 write-off that was closed shows up under Closed, and an ACH invoice still Processing is not Closed yet, so neither behaves quite like a normal paid invoice. See What does each invoice status mean?.

Who can open which report

Role Invoices (status filter) Overdue Invoices Transactions
Owner Yes Yes Yes
Manager No Yes Yes
Staff No Yes Yes
Limited Staff No No No

If Reporting → Invoices is not in your Opus1 menu, you are not an Owner. Use Overdue Invoices, or ask an Owner to set Filter status to Open and export the list.

How the date range works

On Reporting → Invoices, the Invoices due from … to … control filters by due date, not by the day a card was charged.

  • An unpaid invoice due after the end date will not appear, even with status set to Open.
  • A paid invoice due inside the range appears under Closed, even when the payment posted on a different day.

Overdue Invoices does not use that picker at all. That report is defined as open and already due as of right now.

If you need a paid-history PDF for one family

Invoice statement, on a client's all-invoices page, is a different tool from the reports above: a month or year PDF of Closed invoices for one payer, usually wanted at tax time. It covers paid history only.

For school-wide balances, stay in Reporting. For the client PDF, see How do I generate a statement with outstanding invoices?.

Troubleshooting

I switched to Open and the list looks empty. Widen Invoices due from … to …. Confirm the invoices are actually Open rather than Voided or still Processing. Clear Filter payer and Filter location, and turn off Missing payment info only if any of those are set.

Totals look too small. The summary cards in Opus1 follow loaded rows until you click Load everything or scroll the full list.

I need Open and Closed together. Not on one Invoices report view. Export Open, then export Closed, or use a client's See all invoices page, which shows open and closed sections together.

Transactions shows a payment but the invoice is still Open. The payment was partial, it failed, or an ACH payment is still Processing. The invoice stays Open in Opus1 until the remaining due reaches $0 and the status becomes Closed.

FAQ

Does the Invoices report default to paid? No. The built-in default in Opus1 is Open. A report opening on Closed means this browser last used Closed and saved it.

Can I show every invoice regardless of status? No. Filter status in Opus1 has no "All" option, so run one status at a time or export more than once.

Will changing the filter change other users' reports? No. Opus1 stores the status and date range in your own browser for this school, so a colleague's view is unaffected.

Where do I find the statement of what families owe? In Opus1 that is a report rather than a document. Use Reporting → Invoices with status Open, or Overdue Invoices for past-due balances. Invoice statement on a client profile is paid history for one family.

How do I get a file of outstanding invoices? Run Reporting → Invoices with status Open and click export csv, or export from Overdue Invoices. Full steps are in How do I generate a statement with outstanding invoices?.

Related Articles