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View Past Due Invoices

Updated
The Goal: Quickly view all past due (overdue) invoices in GrowthZone and take bulk action to resend or download them.

Before You Begin:

  • Staff access to Finance, Billing section is required.
  • Reviewing past due invoices is the first step in your collections process. For how it fits with the rest of that process, see Association Post-Billing Guide.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click All Sales/Invoices.
  2. Click the Quick Filter icon and choose Overdue Invoices.
    All Sales/Invoices page with the Quick Filter icon clicked and Overdue Invoices boxed in the drop-down

The filtered list of past due invoices can then be:

Common Pitfalls

  • Not filtering before bulk resend: Always apply the Overdue Invoices quick filter before taking bulk resend actions to avoid accidentally redelivering all invoices.

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