How to check the pending/overdue invoice status of a customer?
To check the pending or overdue amount for a contact or a company:
- Go to the Contact or Company record.
- Navigate to the Billing tab.
- Under the Invoices section, you’ll see the list of all invoices with their statuses—such as Draft, Overdue, and Paid.
- The Overdue status indicates invoices that haven’t been paid past their due date.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Associate FSM Records with Books/Invoice
You can instantly associate a FSM record with a specific Books/Invoice record using the link option available in individual FSM records. You can also instantly push a FSM record to Books/Invoice. In the FSM Companies, Contacts, or Services And Parts ...Notify Changes in Work Order Status
Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...Create an Estimate in Zoho Invoice from a Work Order in Zoho FSM
Use case: Whenever a Work Order is created in Zoho FSM, create an Estimate for it in Zoho Invoice. Follow the steps below to implement this use case: Step 1: Create a custom function Step 2: Create a workflow rule Step 1: Create a custom function ...Email Customer the Service Reports along with the Invoices
Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order. Follow the steps below to implement this usecase: Step 1: Create connections Step 2: ...Create a Work Order in Zoho FSM from an Invoice in Zoho Books
Use case: Whenever an Invoice is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho Books ...
New to Zoho LandingPage?
Zoho LandingPage Resources