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See who owes you money

What this is for

See unpaid customer invoices (and how stale they are) so you can collect.

Concepts

Reports → Clients → Open balances is the aging-style list of what customers still owe.

Invoices filtered to unpaid / overdue is the operational list (same debt, document by document). Status becomes Overdue when Due Date is in the past — including after you edit the date. If email is on, the customer can get Invoice overdue. A late-fee line is separate: Set late fees.

Vendor money you owe is See what you owe vendors (Reports → Providers → Open balances), not this job.

Before you start

  • You have published invoices. Drafts do not count as owed.

Steps

  1. Open Reports.
  2. Under Clients, click Open balances.
  3. Read who still owes you. Drill into a customer or invoice if the report offers the link.
  4. Optional: open Invoices and filter to unpaid / overdue to work the queue.

What happens next

Record a payment when they pay. Issue a credit if you will write off or reverse.

If something looks wrong

  • A draft still appears. Publish or delete it — Pending is not a balance.
  • Paid invoice still listed. Payment was not applied to that invoice. Open Payments on the customer and check allocation.