Find overdue invoices to follow up on

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.

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.

Open Invoice Collections