You can easily see a list of your overdue sales invoices using Copilot Insights.
To see your overdue sales invoices:
- Open the Dashboard or Sales invoices list.
Dashboard
Sales > Sales invoices - Open the Copilot screen ().
- Choose the prompt .
Copilot generates an overview of your overdue sales invoices and a list of the 5 overdue invoices with the highest amount.
Partially overdue
Invoices have the status Partially overdue in the following circumstances. The payment is made in a single instalment and only partial payment has been made. Alternatively, the payment is made in multiple instalments and the previous instalment was paid. In both of these cases, the due date for the current instalment is exceeded.
You can select the invoice number to navigate directly to the chosen invoice. When there are more than 5 overdue sales invoices, you can select View all overdue sales invoices to open a filtered list of the overdue invoices directly in Sage Active.
The prompt opens up a screen that allows you to send a customisable email reminder (with or without a PDF copy of the invoice attached) to each of your customers.
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