---
key: find-overdue-invoices-to-follow-up-on
title: Find overdue invoices to follow up on
audience: staff
section: insights
routes: ["/insights/finance/invoices/collections", "/insights/finance/invoices/detail"]
permissions: ["billing.reporting.read"]
features: ["billing.reporting"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Use Invoice Collections to list overdue invoices largest first and jump to the customer, then use Invoice Detail to search, sort and export every invoice with its balance and delivery result.
keywords: [overdue invoices, unpaid invoices, chase, collections, past due, invoice list, delivery failed, follow up]
related: [see-how-your-invoices-are-performing, send-payment-reminders-automatically, record-a-payment, export-a-finance-report]
---

In the sidebar, open **Reports**, then **Invoices**, then **Invoice Collections**. The page address is `/insights/finance/invoices/collections`. The full invoice list is **Invoice Detail** at `/insights/finance/invoices/detail`.

## Before you start

- Your admin has to give your role permission to view finance reporting. Exporting needs a separate export permission.

## Steps

1. On **Invoice Collections**, set **Invoice date (start)** and **Invoice date (end)**, and pick a **Branch** or account if you want one part of the business.
2. **Overdue filter** already reads **Overdue only**, so the list heading reads **Overdue invoices** and shows up to 12 invoices, largest overdue balance first. Switch it to **All invoices** to see everything in scope; the heading then reads **Invoices in scope**.
3. Read the **Collections snapshot** cards: **Overdue balance**, **Open balance**, **Delivery failures** and **Avg days to pay**.
4. For each invoice in the list, press the invoice number to open the invoice, or press **Account** to open the customer's billing page and send a reminder or collect a payment.
5. When you need more than the top of the list, press **Invoice detail**. There you can type in the search box (its prompt reads **Search invoice number or account**), sort by **Invoice date**, **Due date**, **Invoice amount**, **Open balance**, **Overdue balance** or **Latest delivery**, and choose **Desc** or **Asc**.
6. Press **Print** for a printable copy, **Export** to queue a file, or **Saved views** to keep the filters and sort for next time.

## What you see

- On **Invoice Collections**, each row shows the invoice number, the customer, the due date and the overdue amount.
- **Delivery failures** counts invoices that could not be delivered, with how many were opened underneath.
- On **Invoice Detail**, the columns are **Invoice**, **Effective account**, **Invoice date**, **Due date**, **Status**, **Open balance**, **Overdue** and **Delivery**. Chips under the heading repeat the date range, row count and filters in force.
- **Back to invoice performance** returns you to the overview with the same filters.
- On a phone the table becomes cards with the same figures.

## If something looks different

- **No invoices match the current collections filters.** or **No invoices match the current filters.**: nothing is overdue in the scope. Widen the dates, switch **Overdue filter** back to **All invoices** or clear an account filter.
- **Export** shows a message about permission: ask your admin for the export permission.
- The filter footer turns red with a date message: the end date is before the start date.

[[route:/insights/finance/invoices/collections|Open Invoice Collections]]