---
key: find-the-accounts-with-the-biggest-overdue-balances
title: Find the accounts with the biggest overdue balances
audience: staff
section: insights
routes: ["/insights/finance/accounts-receivable/detail"]
permissions: ["billing.reporting.read"]
features: ["billing.reporting"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Use the A/R Detail report to list every account that owes you money, sort by open or overdue balance, search for one customer, and jump to their billing page to follow up.
keywords: [who owes, overdue customers, collections list, past due accounts, receivables by customer, chase payment, follow up]
related: [see-who-owes-you-money-and-how-late-it-is, export-a-finance-report, generate-a-statement, record-a-payment]
---

In the sidebar, open **Reports**, then **Receivables**, then **A/R Detail**. The page address is `/insights/finance/accounts-receivable/detail`.

## Before you start

- Your admin has to give your role permission to view finance reporting. Exporting the list needs a separate export permission.
- One row per **Effective account**: the account that gets the bill. If one account pays for several others, those appear under **Source accounts** on its row.

## Steps

1. Set **Date range (end)** under the filters. Balances are taken as of that date.
2. To narrow the list, pick a **Branch**, an **Effective / payer account**, a **Source account** or a **Currency focus**.
3. Choose what to sort by: **Open balance**, **Overdue balance** or **Oldest due date**, then **Desc** or **Asc**. Largest overdue balance first is **Overdue balance** and **Desc**.
4. To find one customer, type in the search box. Its prompt reads **Search effective or source accounts**.
5. Press the account name in the **Effective account** column to open that customer's billing page and take the next step: a statement, a reminder or a payment.
6. Press **Print** for a printable copy, or **Export** to queue a file. See [[export-a-finance-report]].
7. Press **Saved views** to keep this set of filters and sorting for next time.

## What you see

- Chips under the heading **Accounts receivable detail** repeat the as-of date, the number of rows and every filter in force.
- Columns: **Effective account**, **Source accounts**, **Open balance**, **Overdue**, **Unapplied**, **Collections status** and **Statement activity**.
- **Collections status** reads Normal unless the account is flagged, in which case it reads Dispute. A promise-to-pay date appears underneath when one has been recorded.
- **Statement activity** shows when the last statement was sent and whether the customer viewed it, or reads No statement sent.
- On a phone the table becomes cards with the same figures.
- **Back to A/R summary** returns you to the overview with the same filters.

## If something looks different

- **No receivable accounts match the current filters.**: widen the dates or clear the account and currency filters.
- **Export** does nothing and a message says you do not have 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/accounts-receivable/detail|Open A/R Detail]]