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.
Step-by-Step Instructions
- Go to Finance, Billing section, click All Sales/Invoices.
- Click the Quick Filter icon and choose Overdue Invoices.
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.