Showing overdue sales invoices

30 September 2024 | 18  | # # #

You can easily see a list of your overdue sales invoices using Copilot Insights.

To see your overdue sales invoices:

  1. Open the Dashboard or Sales invoices list.

    Dashboard
    Sales > Sales invoices

  2. Open the Copilot screen (Insights).
  3. Choose the prompt View overdue sales invoices.

Copilot generates an overview of your overdue sales invoices and a list of the 5 overdue invoices with the highest amount.

Partially overdue
When invoices are indicated as Partially overdue, this means that the invoice has multiple instalments for the payment terms and at least one instalment was missed.

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.

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