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Steps to view all overdue Invoices

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Learn how to view all Invoices that are outstanding and have a due date in the past

When you need to chase payments on overdue Invoices, or export a list of overdue Invoices for your finance team, being able to quickly generate a list of Invoices that meet your criteria is very helpful.

From your Invoices DataGrid you can apply filters so that only Invoices that have a due date in the past, and a status of ‘Outstanding’ or ‘Part Completed' are included.

You can then /wiki/spaces/HG/pages/2919237445 directly from the Invoices DataGrid, or export this information to share with your colleagues.

Invoices datagridImage Modified

Follow this page to learn the steps for filtering your Invoices DataGrid to view overdue Invoices only.

(blue star) View and filter your Invoices DataGrid

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The only step of this process is apply filters to your Invoices DataGrid

To view overdue Invoices, you will:

  1. Unapply any filters that you do not require in your Invoices DataGrid

  2. Apply a filter to only see Invoices with a due date in the past

  3. Apply a filter to only see Invoices that are Outstanding or Part Completed

  4. Sort your Invoices by due date

Unapply any filters that you do not require in your Invoices DataGrid

This step will take you to the Invoices DataGrid

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titleUnapply any filters that you do not require in your Invoices DataGrid

  1. Open the Invoices DataGrid in your main menu on the left hand side of the screen

    Invoice option selected in main menuImage Modified

  2. Any filters that are navy blue are currently applied to the DataGrid

    Invoices datagrid - filter selectedImage Modified

  1. Click once on those you don’t require so that they turn grey - this means they are not applied

    Image RemovedFilter deselectedImage Added

Apply a filter to only see Invoices with a due date in the past

This step will update your Invoices DataGrid to hide Invoices that are not due yet

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titleApply a filter to only see Invoices with a due date in the past

  1. Open the Invoices DataGrid

    Invoices option in main menu selectedImage Modified

  1. Navigate to the Filters button on the right hand side of the DataGrid and click the down arrow next to it. Select Create New

    Invoices datagridImage Modified

  1. In the first box on the left, select Date Due

    Filter optionImage Modified

  1. In the middle box, select Period

    Filter selectionImage Modified

  1. In the third box on the right, select Past

    filter optionImage Modified

Apply a filter to only see Invoices that are Outstanding or Part Completed

This step will update your Invoices DataGrid to hide Invoices that do not required payment

Expand
titleApply a filter to only see Invoices that are Outstanding or Part Completed

  1. Open the Invoices DataGrid

    Invoice option selected main menuImage Modified

  1. Navigate to the Filters button on the right hand side of the DataGrid and click the down arrow next to it. Select Create New

    Invoices DataGridImage Modified

  1. In the first box on the left, select Status

    Filter optionImage Modified

  1. In the middle box, select Is In

    Filter optionImage Modified

  2. In the third box on the right, select Outstanding and Part Completed

    filter optionImage Modified

Sort your Invoices by due date

This step will update your Invoices DataGrid to show the Invoices that are the most overdue at the top

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titleSort your Invoices by due date

  1. Open the Invoices DataGrid

    Invoices selected main menuImage Modified

  1. Navigate to the Change Column icon at the top right of the DataGrid

    new column buttonImage Modified

  1. Navigate to the Date Due column and change the Sort option to Ascending

    new column pop outImage Modified