I need to run a report that can show any overdue payments and sort by date sent. We are currently manually sending reminders and its quite daunting

The best way to manage overdue payments is to run the A/R Aging Summary report, which has a total amount for each customer, or the A/R Aging Detail report, which provides a comprehensive breakdown of individual overdue transactions. Either option will enable you to customize the date range, danielle67.

Here's how:

1. Login to your QuickBooks Online account.
2. From the left panel, click the Report menu.
3. Look for A/R Aging reports in the "Type report name here" dropdown.
4. Customize the Report Period dropdown and put the specific date needed.

For additional reference, you can click the Save button to save your preferred report customization and access the same information whenever you need it. It will help streamline your reporting process.

Please leave us a response if you have other questions or concerns.

Good day, @danielle67 

I want to clarify and correct my previous response. Currently, there is no specific report that can generate overdue invoice payments sorted by the date they were sent in both new and old QuickBooks interfaces. In the new interface, you can view overdue payments, but there is no column for the sent date. Please refer to sample screenshot below:

While in the old interface, there is an alternative way to achieve what you're looking for. Here's how:

1. From the left panel, click on the Sales menu.
2. Select the All Sales tab.
3. Click on the Overdue bar.
4. Click the small Gear icon and check the Last Delivery box.
5. Then, click on the Last Delivery column header in the table to sort by the sent date.

Also, you can set a reminder for overdue invoices, so you won't have to send them manually. Please refer to this article for detailed steps: Set up automatic invoice reminders.

Please leave us a response if you have other questions or need further assistance.