Overdue Payments
How to track and manage orders with pending or overdue payments.
What are Overdue Payments?
When an order is not fully paid at the time of creation, the remaining amount becomes a pending payment. If this amount is not paid by the expected due date, it becomes overdue.
The Overdue Payments page helps you track all orders that still have outstanding balances.
Accessing Overdue Payments
Go to Sales > Overdue Payments in the sidebar.
What You See
The page lists every scheduled payment (a payment with a due date):
| Column | Description |
|---|---|
| Order Number | The related order (linked) |
| Payment Method | The method of the scheduled payment |
| Amount | How much is owed |
| Due Date | When the payment is expected |
| Status | On time, due soon, or overdue |
Filtering Overdue Payments
You can filter the list by:
- All — See all scheduled payments
- Overdue Only — Only payments past their due date
- Due Soon — Payments due within a number of days you choose (1–30, default 7)
Managing a Scheduled Payment
Each row has two actions:
- Order Details — Open the order to record the payment (via Add Payment).
- Update Due Date — Change the due date if the customer needs more time, or clear it entirely.
Note
Scheduled payments are created when you use Schedule Remaining Payment while taking a partial payment on an order.
Tip
Regularly review the Overdue Payments page to stay on top of outstanding balances. Following up promptly on overdue payments helps maintain healthy cash flow.