Overdue invoices by customer

Use the Overdue invoices by customer report in the Receivables business area in Menu > Reports to find open or partially paid invoices whose due dates are before a selected date. The report groups past-due invoice amounts by customer and supports filters such as customer, transaction ID, days overdue, terms, status, and customer type for collection work.

An invoice becomes overdue after its due date. Payments and credits applied by the selected date reduce its outstanding amount. The report excludes fully paid invoices, invoices that are not yet due, and transactions dated after the selected date. Results are grouped by customer and invoice and include the transaction date, due date, days overdue, terms, and remaining overdue amount.

Open Menu > Reports. In Search by report or description, enter Overdue invoices by customer, press Enter, and select the report. Select Change date range, choose the Date in the Date range drawer, and apply the change. As needed, filter by Customer, Transaction ID, Days overdue, Terms, Status, or Customer type.