The Overdue Invoices section of the Dashboard displays all invoices with a status of “Past Due” in descending order by Balance due.
The header provides the number of overdue invoices and a linked dollar amount of overdue invoices in red. The linked dollar amount is dynamically calculated to include Late Payment Penalties when they trigger, based on the number of days that the invoice is over due. (See About Invoice Incentives and Penalties in Chapter 5 for more information about Late Payment Penalties.)
Click the linked dollar amount to go to the manage invoices screen with the Invoices table filtered to display the invoices represented.
The Due Date column indicates the date the invoice was due. The Status column shows the invoice status.
The first and last name of the customer are displayed
in the Customer column. Clicking
the linked customer name opens the Customer Record in view mode.
NOTE: You can edit the customer record by
clicking the “edit customer details” link at the top of the screen. Click
the “back” button to return to the Dashboard.
The Balance column
indicates the total amount outstanding on the invoice, including any applicable
Late Payment Penalty fees and partial payments made. Clicking the linked
amount opens the invoice in view mode.
NOTE: The invoice view screen provides links
to collect a payment, mark as paid, print, re-send, or save as a .pdf.
Next Section: Dashboard Past Due Invoice Aging >