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December 19, 2020
Question

How can we export the list of details of the overdue unpaid invoices in excel?

  • December 19, 2020
  • 1 reply
  • 1 view
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1 reply

Level 9
December 19, 2020

Hello there, mantrisiddharth.

 

We can pull up the Accounts receivable aging detail or Open Invoices report and customize it to include the due date of the invoices. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. From the search field enter and select Accounts receivable aging detail or Open Invoice.
  3. At the upper-right, click Customise.
  4. Go to the Rows/Columns section to add the Due Date option.
  5. Click Run report
  6. At the upper-right, click the export icon and select Export to Excel or Export to PDF.

You can use this link for more details on how to customise the reports.

 

Let me know if you have other questions. Take care!