The Overdue Invoices Report lists open and partially paid invoices with due dates before today.
What this report is for
Use Overdue Invoices Report to identify customers with invoices past due.
Use AR Aging Report or Customer Statement when you need balance due after payments, discounts, returns, and available credit.
Screen path
Dashboard > Sales > Reports > Overdue Invoices Report
Actions
| Action | What it does |
|---|---|
Refresh |
Reloads the overdue invoice list. |
Copy for Excel |
Copies grouped overdue invoice data to the clipboard. |
| Customer code link | Opens Customer Detail for that customer. |
| Invoice number link | Opens Invoice Details for that invoice. |
Report columns
| Column | What it shows |
|---|---|
Customer Code |
Customer code. |
Customer Name |
Customer name. |
Invoice # |
Invoice number. |
Invoice Date |
Invoice date. |
Due Date |
Invoice due date. |
Days Overdue |
Days between due date and today. |
Terms |
Invoice terms code. |
Amount |
Invoice total amount returned by the report. |
Status |
Invoice status. |
The report groups rows by customer and shows customer subtotals plus a grand total.
What happens behind the scenes
PAX reads invoices joined to customers and payment terms.
The report includes invoices where:
- Due date is before today.
- Status is
OpenorPartially Paid.
The Amount column comes from the invoice total amount returned by the report. For net balance after payments, discounts, returns, and available credit, use AR Aging Report or Customer Statement.
Refreshing, copying, or opening detail screens from this report does not update invoices, payments, customers, or accounting.
Troubleshooting
An invoice is missing
Likely cause: The invoice is not past due, or its status is not Open or Partially Paid.
Safe fix: Review the invoice due date and status in Invoicing.
Contact support if: A past-due open invoice still does not appear.
The overdue amount differs from AR Aging
Likely cause: Overdue Invoices uses invoice total amount, while AR Aging calculates balance due after payments, discounts, returns, and available credit.
Safe fix: Use AR Aging for net receivables and Overdue Invoices for a due-date list.
Contact support if: The invoice status or due date appears wrong.
Invoice detail does not open
Likely cause: PAX could not load the invoice detail record.
Safe fix: Reopen the report and select the invoice again.
Contact support if: The same invoice fails repeatedly.