Customers with highest overdue balances

Use the Customers with highest overdue balances report in the Receivables business area in Menu > Reports to prioritize collection work by each customer’s total past-due balance as of a selected date. Expand a customer to see the invoices included in the total, or apply customer, transaction, overdue-day, terms, status, and customer-type filters to narrow the results.

The report includes invoices that are past their due date and still have a positive outstanding amount. Payments and credits applied by the selected date reduce the overdue balance. Fully paid invoices, invoices that are not yet due, and transactions dated after the selected date are excluded. Customers are sorted with the largest total overdue balance first.

Open Menu > Reports. In Search by report or description, enter Customers with highest overdue balances, 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. Expand a customer to review the invoices included in the total.