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M365 Show - Microsoft 365 Digital Workplace Daily

Microsoft Data Pulse: Power BI, Fabric, Purview

Step-by-Step Guide to Creating an Invoice and Payment Tracking Dashboard with Power BI

Mirko Peters - Microsoft MVP's avatar
Mirko Peters - Microsoft MVP
Jul 11, 2025
∙ Paid

Many small businesses find it difficult to match bulk or partial payments to the right invoices. You often spend hours tracking payments, which leads to errors and missed opportunities. With Power BI, you can automate invoice and payment tracking and see real-time updates on customer payment status.

Automating this process offers several benefits:

  • You red…

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