Unpaid Invoices

Accounts receivable staff use the unpaid-invoice list to see what a customer still owes before following up, applying a receipt, or resolving a dispute. An unpaid invoice is not necessarily overdue. Check its due date and payment terms before describing it that way.

Before you start

• Access: You need Accounts Receivable Full Access or Accounts Receivable Read Only. Restricted sales agents see only their own customers.
• Where: Select the entity, open Invoices > View Invoices, and select Unpaid. The page heading is Unpaid Invoices.

Find the customer's open invoices

1. On Unpaid Invoices, type the customer's name in the search box. By Customer shows paid invoices too, so use the Unpaid view for this check.
2. Review Invoice Date, Invoice No., Invoice Total, Balance, and Currency for each result.
3. Open an invoice to check its due date, terms, adjustments, and payment activity when its balance needs explanation.
4. Confirm that the list shows only the customer's open invoices. Note which invoice numbers and balances need follow-up.

Unpaid is the invoice list with an unpaid filter applied. It contains posted, non-voided invoices with a remaining balance. Unposted invoices do not appear. Use Unposted when you need to review those drafts. For a broader receivables picture, use Aging Reports, Aging Reports (As Of), or Aging Reports (with Currencies). These reports group invoices by days past due. Resolve a disputed or unapplied payment with finance before contacting the customer about the balance.

If you don't see what you expect

• Invoice is missing: Confirm the entity, clear the customer search, and check whether the invoice is unposted, voided, or already paid.
• Balance looks wrong: Open the invoice and review payments and adjustments. Ask the payment-processing team to trace an external payment before treating the invoice as settled.
• Filters hide an older invoice: By Date and Sales Channel choices can remain for the session. Route is also offered when delivery routes are enabled. Clear the selections, select Apply Filter, then select Unpaid again. Confirm the heading says Unpaid Invoices.

For scheduled reminders after confirming the balance, see Dunning Schedules.