This report shows the total past-due amount, total number of contacts with past-due balances, and average past-due amount per customer; this will help you monitor your collections.
To generate your Past Due Report, on your left menu, go to the Reports tab, click on Billing, and then select Past Due Report by clicking the View Report button.
In the report, you will see the Total Past Due amount, the total number of customers with past-due invoices, and the average past-due amount per customer. The amount may change every day depending on the payment transactions and invoices that are due.
There are 2 filters: By Customer and by Invoices.
Customers:
You are able to see the Customer ID, Customer Name, Email Address, and Current Balance.
You can click the Add Payment button next to the client information to easily process a payment to resolve the Past Due Amount without being redirected off of this page.
You can click on the Customer name to be redirected to the contact profile
Invoices:
You are able to see the Invoice number, Customer, Amount, Balance, Type, Membership, Agreement type, Due Date, and Note.
You can click on the Invoice number to see the Transaction Details.
With both filters, you can now conveniently process the payment by clicking the Add Payment button (Customer) and the Pay button (Invoices). A pop-up window will appear showing Add Payment details. To process the payment, simply input the amount, select the payment method, insert notes, and then click the Confirm button.
A Confirm Payment pop-up window will appear; click the OK button to confirm the payment.
Like all the other Billing Reports, the Past Due report can be exported to an Excel file for documentation and future reference. Just click the Export to Excel button.
Past Due Report Training Video