Quickly View a List of Open Invoices by Account Name or Account Owner
Navigate to the Invoice Dashboard.
Set Filters:
Choose Invoice Due Date as the Date Type.
Select a Date Range of “on or before yesterday.”
Set the Invoice Status filter to "Not Paid" and "Partially Paid."
Customize the Performance Table:
Scroll to the bottom of the dashboard to locate the performance table.
Adjust the dimensions as needed (examples below).
Additional Filtering and Scheduling Options:
Further refine the report by filtering for specific account owners, order owners, invoice owners, or account names.
Schedule the report to be sent to each user as needed.
