View all the Invoices that are due in the next 7 days

Owned by Jenna Buttershaw
Last updated: 14 Dec, 2023 by Hannah Letch
4 min read

Steps to view all Invoices due within 7 days

 

Learn how to view all Invoices that require a payment and are due to be paid in the next 7 days

To prepare for the week ahead, and to send out final payment reminders to your customers, being able to quickly generate a list of Invoices that are due for payment soon is very helpful.

From your Invoices DataGrid you can apply filters so that only Invoices that have a due date in the next 7 days, and have 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.

Invoice datagrid

 

Follow this page to learn the steps for filtering your Invoices DataGrid to view Invoices that have a due date within the next 7 days.

View and filter your Invoices DataGrid

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

To view Invoices due in the next 7 days, 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 next 7 days

  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 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 next 7 days

This step will update your Invoices DataGrid to only display Invoices that are due soon

  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 Next Seven Days

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 require 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 due the soonest 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

 

 

 

 

Â