Before you start
Use an account with invoice viewing access. Confirm you are in the intended company and know the date range you want to investigate.
Follow these steps
- Open Invoices and search a reference or client name if known.
- Open Filter Actions for the additional controls.
- Choose outstanding or overdue attention, and add status or type only when needed.
- Set a creation-date range if appropriate and apply the filters.
- Review matching balances, due dates and payment records before following up.
Check the result
The filtered list includes relevant unpaid/partial states with remaining balances. The date range concerns record creation, not the invoice due date.
If you get stuck
A paid or cancelled state will not behave like an outstanding record. Clear conflicting filters, and confirm whether a payment has actually been recorded.
One thing to remember
The AI overdue lookup uses a narrower unpaid-state query and can differ from this list. Use the invoice screen as your source for a complete follow-up review.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.