Invoicing - Overdue invoices tab or quick link
I love that there is an easy to see red link to overdue invoices on the homepage, but could this also be added to the Invoices page? I keep going through extra clicks because I click into my overdue invoices to deal with them, select an invoice, and then have the 'back to invoices' link but if I click this there is then no option to select only overdue invoices to view. Also it would be great when viewing all invoices to have some easy way (maybe an '!' symbol or similar so it's colour-blind friendly) to identify which ones are overdue
Laura Davey
shared this idea
Hi Laura, thanks for putting this forward.
Having a quicker way to access overdue invoices would certainly make daily credit control more efficient and help you stay on top of cash flow.
In the meantime, you can select the “Overdue” section within the Invoices owed to you widget on the dashboard to jump straight to those invoices. If you open an invoice from that list, using your browser’s back arrow will return you to the same overdue view. Another option is to open invoices in a new tab so the overdue list remains open in the original tab.
I’ve moved this idea to Gaining Support so we can capture interest and share with the product team how useful a dedicated shortcut would be.
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Brett Dee
commented
Invoices overview page should include an Overdue button (to filter for just overdue invoices).
It's great that on the home page you can easily click through to just show the overdue invoices, but you can't do this from the actual Invoices page.Suggest adding a new "Overdue" tab at the top between "Awaiting Payment" and "Paid"