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Printing Overdue Invoice Report

By
Jennifer Vazquez
on 6/14/14, 12:00 PM 1,265 views

How do you print or export an overdue invoice report for all customers without going into each customers profile and printing overdue invoice one at a time?

1

Anas Taji

--Anas Taji--
2203
| 6 7 8
Amman, Jordan
--Anas Taji--

Skype: anas.taji-sw

Email: anas.taji@smartway-jo.com

Anas Taji
On 6/15/14, 10:42 AM

Go to Accounting --> Customers (list view) then select all customers (you can change the record per page limit from 80 to unlimited), then from print select Over Due Payments.

0
Manuel
On 6/15/14, 5:12 AM

You can go to customer invoices and then make a filter (on the right top):

1. Go to accounting > Customer Invoices

2. On the right top (search box) click on Advanced Search

3. Select Due Date, "Less than", write "today" in the date field. Then press apply. - Don't use "add condition", it will add an "OR" instead of an "AND"

4. Again go to the right top, this time add "Paid/Reconciled" "is false". Then press apply.

5. Now you can save your advanced search as a filter or even add to your dashboard.

With this filter you can either print all invoices again or do an export and print the list from excel.

Alternative way is to use automatic reminders, for this you need to install the Payment Follow-Up management app. This allows you to print letters for any customer that is too late, and make different letters depending on how late they are.

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Asked: 6/14/14, 12:00 PM
Seen: 1265 times
Last updated: 3/16/15, 8:10 AM