Track paid & overdue
How to track paid and overdue invoices
Keep your receivables clear: mark an invoice paid to stamp the paid date, let KudosCRM flag what's overdue automatically, and filter the invoice list by status so you always know what's outstanding.
Updated July 2026
Once you've billed a customer, the job is knowing who has paid and who hasn't. In KudosCRM every invoice carries a status — draft, sent, paid, or void — and the system works out which sent invoices have slipped past their due date so overdue ones surface without you tracking dates by hand.
This guide covers the live receivables flow: recording a payment by marking an invoice paid, reading the due and overdue states, and filtering the list to find what's outstanding. Recording payment is a manual step today — automatic online payment capture is on the roadmap.
Who this is for
Finance, sales-ops, and admins who chase outstanding invoices and need a clear picture of paid versus overdue across the book.
Before you start
- A KudosCRM account with permission to view and update invoices.
- At least one invoice that's been drafted and marked sent — overdue is computed on sent, unpaid invoices.
- A due date on the invoice, since the overdue state is measured against it.
Overdue is computed; payment is recorded by you
KudosCRM computes the overdue state automatically — an invoice counts as overdue when it's past its due date, still unpaid, and not void. Recording a payment, though, is a manual action: you mark the invoice paid, which stamps the paid date. Automatic online payment capture and dunning reminder emails are on the roadmap and not part of the live flow today.
Track paid and overdue invoices, step by step
Open the invoice list
Go to your invoices to see every bill across customers in one place, each showing its INV-YYYY-NNNN number, customer, total, due date, and current status.
Record a payment by marking it paid
When a customer pays — say Globex Inc. settles INV-2026-0148 — mark the invoice paid. KudosCRM stamps the paid date and moves the status to paid, so the invoice drops out of your outstanding pile.
Read the due and overdue states
Each unpaid sent invoice shows its due date. KudosCRM flags an invoice as overdue automatically once it's past that due date, still unpaid, and not void — so late bills surface on their own without you checking dates.
Filter the list by status
Filter to draft, sent, paid, or void to focus on exactly what you need — for example, show only sent invoices to see everything still owed, then scan for the overdue ones.
Void anything that shouldn't be collected
If an invoice was raised in error or shouldn't be collected, set it to void. A void invoice is excluded from the overdue calculation, so it never shows up as something outstanding.
Check receivables on the customer record
Open a contact or company to see their invoices on the 360° timeline — so when you talk to the customer, the paid and outstanding picture is right there in context.
What you get
- A clear paid record — marking an invoice paid stamps the paid date and clears it from outstanding.
- An overdue flag KudosCRM computes for you on past-due, unpaid, non-void invoices.
- A filterable invoice list, so draft, sent, paid, and void are each one click away.
- Receivables visible on the customer's 360° timeline, in the context of the relationship.
Related articles
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Draft a numbered invoice straight from a confirmed order, with a frozen snapshot.
Read articleSet up SLAs and escalation
Keep service promises on the same customer record you bill from.
Read articleInvoicing (feature)
Everything invoice tracking does, on the feature page.
Read articleInvoices & Payments overview
Where receivables tracking fits in the KudosCRM journey.
Read articleInvoices & Payments is the eighth stop in the KudosCRM journey — invoice straight from the order and track paid vs. overdue, all on one record. See the full picture on the Invoices & Payments overview.
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