Finding Past Due Customer Sales Order Invoices

This how-to video is tailored for accounting staff and those in Accounts Receivable (AR), focusing on how to find and manage past-due invoices for customers in 10X ERP. The video covers ways to filter past-due amounts by different time frames and how to drill down to specific invoices to understand open balances. It also hints at additional functionalities like adding activity notes.

• Navigate to the Accounting Module and Select the AR Module
• Filter by 'Past Due' on Customer Level or Individual Invoice Level
• Use Time-Frame Categories like 1-30, 31-60, or 61-90 Days to Filter Past-Due Amounts
• View Detailed Invoices for Specific Customers to Check Open Balances
• Take Further Actions Based on the Past-Due Status, Such as Adding Activity Notes