Overdue accounts

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What question it answers

“Who do I call today?” Lists the documents that are already past their payment date, with how many days late each one is.

Overdue documents, with their days late.

When to check it

Every week. It’s the working report for collections: the days column is the order to work through them.

Good to know

It shows documents, not customers. A customer with three overdue invoices shows up three times. To see it consolidated, use Accounts receivable.

The balance is what’s still owed, not the document’s full total. A customer who paid off half shows up with half.

The sooner you call, the more you collect. A document 30 days overdue almost always gets paid; one at 120 days often doesn’t. That’s why it’s worth checking often instead of leaving it for the end of the month.

You can filter by point of sale, if the business has more than one.