Sales
Due Documents
Track outstanding payments and receivables.
Due Documents shows outstanding payments across your organization. Monitor aging receivables, track overdue invoices, and export data for collection follow-ups.
Due document tracking requires an active integration with your source system.
Quick Overview: View all unpaid documents company-wide or drill down to individual customers.
Company-Wide View
Access from Outstanding Balances in the menu to see all customers with unpaid documents.
| Column | Description |
|---|---|
| Customer | Name and ID (click to open profile) |
| Period columns | Outstanding amounts by month |
Filtering
Select a date to show documents due until that date. The table displays customers with outstanding balances, organized by due date periods.
Tip: Export this view for accounts receivable meetings. Sort by oldest amounts to prioritize collection efforts.
Customer View
Due documents also appear on individual customer profiles. See Customer Dashboard for details.
Filtering Options
| Filter | Description |
|---|---|
| Branches | Your wholesaler branches |
| Expiration until | Documents due by date |
Exporting
- Click the actions menu
- Select Excel or CSV
- Download includes all visible data
Did you know? The export is perfect for collection calls. Filter to overdue items, export the list, and you have a ready-made call sheet with amounts and aging.
Data Source
Due documents sync from your source system. Payment status updates when invoices are marked paid in your source system.