To generate a report for overdue invoices please click on “Documents>Scheduled Reports”.
This will open up the Scheduled Reports Page, please click on “Create” as shown below:
Clicking on Create will open the wizard window, please select “Invoices” from the Report Group dropdown and select a Report Source.
This will open the “Edit Scheduled Report” window where you can add filters. In the “General” tab add details like the download method and frequency.
In the “Report Filters” tab add the date range and change the “Invoice Status” to “Overdue Only” as shown below:
Once you have clicked “Create”, you will be able to see when the report is next scheduled to generate. Should you wish to run this report at any time, you can press “Run Report”.
This will then be viewable in “Generated Reports”.
You can reference “Where can I view my generated reports” article to learn more.