Filters and options in the Open Invoices report

Use filters to focus on the customers and invoices that need attention.

11 يوليو 2026

The Open Invoices report includes filters and sorting options to help you focus on the unpaid invoices that matter most.

Filter / Option	What it does	Example
Customer	Shows only open invoices for a specific customer.	Select "Acme Corp" to see all unpaid invoices for that customer.
Date Range (Issue Date)	Filters to invoices created within a specific date window.	Select "Last 30 days" to see recently issued invoices that are still unpaid.
Due Date Range	Filters by the invoice due date instead of the issue date. Useful for finding overdue invoices.	Select dates to see invoices due within a specific window.
Amount Range	Shows only invoices with a balance within a specific dollar (or currency) range.	Set a range of $500–$10,000 to focus on medium-to-large unpaid amounts.
Days Overdue	Filters to show invoices past their due date by a specific number of days.	Select "Over 30 days overdue" to focus on collection priorities.
Currency	If your system uses multiple currencies, filter by invoice currency.	Select "USD" to see only unpaid invoices in US dollars.
Invoice Number	Search for a specific unpaid invoice by number or partial number.	Type "INV-042" to find that specific invoice.
Sort by	Changes the order in which invoices are displayed (does not filter but helps prioritization).	Sort by "Days Overdue" (descending) to show oldest first.

Look for the filter panel on the left side of the report or a filter button/icon.
Click on each filter to set your criteria (select a customer, choose a date range, enter an amount, etc.).
The report updates automatically — no "Apply" button is needed.
To clear a specific filter, click it again and deselect your choice, or look for a "Clear" or "Reset" option.

Start broad, then narrow: First view all open invoices, then apply filters to identify priority customers or invoices.
Focus on overdue: Use the "Days Overdue" filter to identify invoices that need immediate collection attention.
Group by amount: Apply an amount range filter to separate small invoices (which may not be worth chasing) from large ones that represent real cash flow impact.
Regular review: Set a recurring schedule (e.g., weekly or monthly) to review the Open Invoices report with your usual filters to stay on top of collections.
Combine filters: You can apply multiple filters at once. For example, filter by customer AND days overdue to find old, unpaid invoices for a specific customer.

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