Find invoices and see what is outstanding

The Fakturaer page filters by status, type, customer and date. Alle statusser shows everything; narrowing to Forfalden gives you the chase list, sorted by {{count}} dage forfalden so the worst are first.

For one customer, do not filter the invoice list — open the customer and look at their invoices there. It shows their billing alongside everything else you know about them, which is what you actually want before a conversation.

For a total rather than a list — how much is outstanding, how much is more than 60 days late, what a month billed — use a report. A filtered list tells you which invoices are overdue; it does not add them up, and counting rows tells you the number of invoices rather than the amount at stake. Those are very different numbers and it is the amount that matters.

Save the overdue view so the chase list is one click rather than a rebuild each time.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.