View all the Invoices that are currently overdue

Owned by Jenna Buttershaw
Last updated: 12 Dec, 2023 by Hannah Letch
4 min read

Steps to view all overdue Invoices

 

 

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 chase your customers for payment directly from the Invoices DataGrid, or export this information to share with your colleagues.

Invoices datagrid

 

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

View and filter your Invoices DataGrid

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

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

    Invoice option selected in main menu

     

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

 

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

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

  1. Open the Invoices DataGrid

 

  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

 

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

 

  1. In the middle box, select Period

 

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

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

  1. Open the Invoices DataGrid

 

  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

 

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

 

  1. In the middle box, select Is In

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

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

  1. Open the Invoices DataGrid

 

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

 

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

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