Resolution
There is a large set of standard reports that you can run to identify invoices that are overdue, with a variety of detail levels, groupings and filters. You can also search for this information in several selectors and export or email based on the results.
Reports
- Go to Reports > Run a Report.
- Click on the Revenue Reports > Accounts Receivable Reports.
All of these reports look for any invoice that has an outstanding balance on any line item.
To print open invoices for a certain aging period, click on the Revenue Reports > Invoice Reports > Open Invoices by Aging Period.
Invoice Selector
- Go to Revenue > Select Invoices.
- On the left are four tabs where you can adjust any or all to search for specific invoices. On the Aging tab, choose All Open to search for unpaid invoices.
- Click Run This Search. You can then export or print the results in the Actions dropdown. Click here to learn more about how to use this tool.
Profile Selector
Go to Profiles > Select Profiles, and click on the Common Data Views tab. From the drop down list, you can choose "All Profiles with Unpaid Invoices" or narrow it down to a specific period, and then click Run This Search. NOTE: This option only allows you to find profiles based on their invoice status. If you need to see invoice data displayed in your results, use one of the first two options above.