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The Money page

One view of what you are owed, what is overdue, and what has been paid, without opening each invoice.

What it is for

Money answers one question: where does your income stand right now. It groups every invoice by what you need to do about it, rather than by date, so the invoices that need you appear first and the settled ones stay out of the way. On a phone it is one of the main tabs, because it is the thing most people open Sessional to check.

The three groups

Needs action: invoices that are overdue. Unsent drafts stay on the Invoices tab until you issue them.
Issued: sent and not yet paid, still inside their payment terms. Nothing to do yet, but this is what you are owed.
Recently paid: the latest settled invoices. Kept visible so you can confirm something landed without going looking for it. This group has no total, because it shows only the most recent ones.

Each group heading counts every invoice in the group, and says so when the page is showing only some of them.

The headline: You are owed

The large figure at the top is You are owed: the total of invoices that are issued and not yet paid, overdue ones included, with a Chase now link when something is overdue. If you work only through agencies or PAYE and raise no invoices, the headline reads Check your pay instead and points you to your pay checks.

Paid year to date

Beside the headline, the smaller Paid YTD figure is what has actually been paid to you so far in the current UK tax year, counted from the date each invoice was settled rather than the date it was raised. An invoice you sent in March and were paid for in April counts in the year it was paid.

Note

This is the tax year, 6 April to 5 April, not the calendar year and not the NHS pension year. The NHS pension year runs 1 April to 31 March, so for the first five days of April the two disagree by design. See NHS pension.

What it does not include

Money shows invoices, so it shows what you have billed. Work you have logged but not yet invoiced does not appear here: that lives with your sessions or shifts until you raise the invoice. If the figure looks low, unbilled work is the usual reason.

Expenses have their own entry point from this page, because what you spent changes what you owe HMRC even though it is not income. See expenses and mileage.

Tier access

The Money page itself is available on every tier, including Basic. Manual and automatic chasing, marking an invoice acknowledged, and the Earnings breakdown require Plus. The paid and overdue figures, automatic overdue status, and marking an invoice paid, issued or void are available on every tier, including Basic. The Sessional pricing page sets out what each plan adds.

Frequently asked questions

Why is an invoice I was paid for still showing as issued?

Sessional only knows an invoice is paid when it is marked paid, either by you or by Xero if you are on Pro and have the sync connected. An organisation using the link on the invoice email can say it has paid, but that records a claim only: the invoice stays as issued until you check your bank and confirm the claim on the invoice. Marking it paid moves it to Recently paid and into the year-to-date figure.

Does the paid figure include VAT or expenses?

It is the total on each settled invoice, exactly as the organisation paid it. It is not a profit figure and it is not your taxable income: expenses have not been taken off. For that, use the tax planner on the tax page.

Why does the month figure disagree with the year figure in early April?

Because the calendar month starts before the tax year does. Between 1 and 5 April, this month contains days that belong to the previous tax year, so the two counts legitimately differ.