Sales Invoice Overdue
📋 Sales Invoice – Overdue Report
The Sales Invoice – Overdue Report provides a list of all sales invoices that have not been paid by their due date. It allows users to track outstanding receivables, prioritize follow-ups with customers, and manage cash flow by identifying delayed payments.
✅ Purpose of the Report
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To monitor overdue customer invoices.
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To identify the aging of pending payments (how long invoices have been overdue).
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To support the accounts receivable team in following up with defaulters.
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To assess the risk of bad debts and improve collection efficiency.
📌 Key Data Fields
| Field | Description |
|---|---|
| Invoice Number | Unique identifier of the invoice. |
| Invoice Date | Date when the invoice was issued. |
| Customer Name / Code | Name or code of the customer. |
| Due Date | Date by which payment was expected. |
| Invoice Amount | Total value of the invoice. |
| Amount Received | Total amount received against the invoice. |
| Balance Due | Pending/unpaid amount. |
| Days Overdue | Number of days past the due date. |
| Payment Status | Unpaid / Partially Paid. |
| Salesperson / Branch | Who created the invoice or which branch it belongs to. |
| Remarks / Notes | Any notes added by the collections or sales team. |
📆 Filter & Search Options
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Date Range (Invoice or Due Date)
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Customer Name / Code
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Days Overdue (e.g., 0–30, 31–60, 60+ days)
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Invoice Amount Range
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Salesperson or Branch
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Payment Status
🧾 Sample Entry
| Invoice No | Invoice Date | Customer | Due Date | Inv. Amount | Paid | Balance | Days Overdue |
|---|---|---|---|---|---|---|---|
| INV-20301 | 01-Jul-2025 | ABC Traders | 15-Jul-2025 | ₹12,000 | ₹4,000 | ₹8,000 | 24 Days |
📈 Use Cases
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Accounts Receivable Team: Identify which customers to follow up with for pending payments.
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Sales Team: Track payment performance of their clients.
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Finance Department: Monitor cash flow bottlenecks due to overdue invoices.
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Management: Make informed decisions about credit policy and customer relations.
📎 Benefits
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Improves collection timelines by enabling proactive follow-ups.
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Reduces risk of non-payment or bad debt write-offs.
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Helps in prioritizing collection efforts based on overdue aging.
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Encourages customer accountability.
🧮 Optional Report Enhancements
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Aging Buckets: Group overdue invoices by aging (e.g., 0–30, 31–60, 61–90, 90+ days).
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Email Reminders: Trigger alerts or scheduled email reminders for overdue invoices.
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Customer Credit Limit Tracking: Highlight customers who exceeded their credit limits.
📤 Export Options
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Export as Excel, PDF, or CSV for audits or external reporting.
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Share via email directly with sales or customer support teams.
🔐 Access Control
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Restricted to roles like Accounts, Sales Manager, Finance, and Admin.
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Can limit visibility of amounts or customer info based on role.