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 shows a table of orders with pending payments:
| Column | Description |
|---|---|
| Order Number | The order with pending payment |
| Customer | Who owes the payment |
| Due Date | When the payment was expected |
| Amount Due | How much is still owed |
| Days Overdue | How many days past the due date |
Filtering Overdue Payments
You can filter the list by:
- Show All — See all pending payments
- Overdue — Only show payments past their due date
- Due Soon — Show payments due within a specified number of days (default: 7 days)
Managing an Overdue Payment
- Click on a payment row to open the related Order Details.
- From the order details, you can:
- Add Payment — Record a payment against the outstanding balance.
- Update Due Date — Change the due date if the customer needs more time.
How Payments Affect Order Status
| Payment State | Order Payment Status |
|---|---|
| Fully paid | Paid |
| Partially paid | Partially Paid |
| No payment | Unpaid |
| Past due date | Overdue |
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.