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Knowledge Base |
Widget - Past Due Status
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This article will guide you in using the Past Due Status Widget on your dashboard.
Requirements - A Master Admin login or a staff type with permissions to add/view this widget to their dashboard.
Viewing the Past Due Status Widget
The Past Due Status Widget will show you a summary of your Past Due invoices, including the number of invoices past due and total amount outstanding. To see these invoices in detail, click go to detail.
The go to detail option will open up the Past Dues report for you (Reports > Sales > Past Dues). You can review your Past due clients, add notes directly into their accounts, and attempt to take payments on their Past Due Invoices.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type with permissions to add/view this widget to their dashboard.
Viewing the Past Due Status Widget
The Past Due Status Widget will show you a summary of your Past Due invoices, including the number of invoices past due and total amount outstanding. To see these invoices in detail, click go to detail.
The Go To Detail Option
The go to detail option will open up the Past Dues report for you (Reports > Sales > Past Dues). You can review your Past due clients, add notes directly into their accounts, and attempt to take payments on their Past Due Invoices.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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