Payments Outstanding
Accessed via the Payments menu in the main menu strip at the top, the Payments Outstanding screen gives an overview of all outstanding invoices, and allows you to send overdue reminders in bulk using an email template set up specifically for overdue reminders. The Date Due and Amounts are based on the Invoice Due Date field in the Other tab of the Invoice screen. This field can be automated by setting up Payment Terms. If no Invoice Due Date is populated then the Invoice Date is used as the Due Date.
There are three tab in the Payments Outstanding screen.
30/60/90 - On screen version of the Payments Outstanding 30/60/90 report.
Date Due - Lists all customers from the oldest outstanding invoice to the latest.
Send Overdue Reminders - Allows overdue reminders to be emailed with a custom email template. Only invoices that have already been sent will appear in the Send Overdue Reminders list.