Open Invoices Report

The Open Invoices report shows every invoice that still has an unpaid balance. Use it to track outstanding amounts, spot overdue invoices, and follow up on collections. It pulls data across all customers so you can see your full accounts receivable picture in one place.

Who Can Access This

Role	Access Level
Administrator	Full access
Office, Sales, HR Admin, Payroll Admin	No access

This report is part of Invoicing, which is limited to Administrators.

note

This feature may need to be enabled for your company. If you don't see the Open Invoices tab, contact your administrator to check your feature settings.

Getting to the Report

1. Go to Office > Invoicing in the left navigation.
2. Click the Open Invoices tab at the top of the page.

The report loads invoices from the last 90 days by default.

KPI Summary Cards

Four metric cards appear at the top of the report:

Card	What It Shows
Open Invoices	Total number of invoices with a remaining balance
Total Invoiced	Combined dollar amount of all invoices in the date range
Outstanding Balance	Total unpaid amount across all open invoices
Overdue	Sum of balances past their due date (highlighted in orange if greater than zero)

These numbers update whenever you change the date range.

Setting the Date Range

Use the date range picker in the toolbar to choose which invoices to include. The default range is the last 90 days. The maximum range is 365 days.

If more than 1,000 invoices match your date range, a warning appears letting you know that the totals may be incomplete. Narrow your date range to see all results.

Reading the Invoice Table

The report table shows one row per open invoice with these columns:

Column	What It Shows
Invoice #	The invoice number (or QuickBooks ID if no number is assigned)
Customer	Customer name — click to open the customer detail page
Billing Terms	The customer's payment terms (for example, "Net 30" or "Due on Receipt")
Jobs	Linked job addresses. Shows up to two, with a "+N more" badge if there are additional jobs
Invoice Date	The date the invoice was created
Total	The full invoice amount
Balance	The remaining unpaid amount
Due Date	When payment is expected. Shown in red if overdue
Overdue	The overdue dollar amount. Shown in red if greater than zero

A totals row at the bottom of the table sums up the Total, Balance, and Overdue columns across all invoices.

You can sort any column by clicking the column header. Click again to reverse the sort order.

Viewing Customer Details

Click any row in the table to go to that customer's detail page. You can also click the customer name link directly. This takes you to the full customer record where you can view their invoices, payment methods, and contact information.

Exporting the Report

Click the Export button in the toolbar and choose a format:

• Export CSV — Downloads a comma-separated file named open-invoices-{start}-{end}.csv
• Export Excel — Downloads an Excel spreadsheet named open-invoices-{start}-{end}.xlsx

Both formats include all visible columns and the current date range in the filename.

Tips and Best Practices

• Review this report daily or weekly to catch overdue invoices before they age further.
• Sort by the Overdue column to prioritize the largest past-due amounts.
• Sort by Due Date to see which invoices are coming due soonest.
• Export to Excel for month-end reconciliation or to share with your accountant.
• Click through to customer records to check payment methods on file and send reminders.
• If the truncation warning appears, narrow your date range to ensure you see complete totals.

Troubleshooting

What You See	Solution
No Open Invoices Found	All invoices in your date range are fully paid. Try expanding the date range.
"More than 1,000 open invoices were found" warning	Narrow your date range to get complete results.
Open Invoices tab is missing	The feature may not be enabled. Ask your administrator to check the report feature settings.
Overdue amount shows $0 but invoices are past due	Check that the due dates are set correctly on the invoices.
Export file is empty	Make sure the report has loaded data before clicking Export.

Related Articles

• Creating Invoices — Daily invoicing workspace
• Invoice Detail and Management — View and manage individual invoices
• Jobs Not Invoiced Report — Find completed jobs that have not been invoiced yet
• Customer Invoices — Invoice history on a customer record
• Customer Billing & Payments — Payment methods and billing addresses