Steps to Track Overdue Invoices in Odoo 18

Running a business means managing cash flow properly. One of the biggest challenges for companies is overdue invoices—payments that are delayed or forgotten by customers. If you don’t track them on time, it can create serious financial stress.

The good news? With Odoo 18 Accounting, you can easily track, manage, and follow up on overdue invoices without any manual hassle. In this blog, we’ll walk you through the step-by-step process of tracking overdue invoices in Odoo 18, along with some real-world insights.

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Why Tracking Overdue Invoices Matters?

Imagine you sold products worth ₹50,000 to a customer, and the payment was due last week. You are busy with daily operations, and you forget to follow up. That one unpaid invoice can disturb your monthly cash flow. Multiply that with multiple clients, and you’ll see why businesses struggle.

That’s where Odoo 18’s Accounting module helps—you get a clear dashboard, automatic reminders, and payment follow-up options to stay on top of overdue invoices.

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Steps to Track Overdue Invoices in Odoo 18

1. Go to the Accounting Module

• Log in to your Odoo 18 dashboard.
  
• Open the Accounting app.
  
• Here you’ll find a Customer Invoices section that lists all invoices—paid, unpaid, and overdue.
  

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2. Filter and Identify Overdue Invoices

• Go to Customers → Invoices.
  
• Use the Filters option and select “Overdue”.
  
• Odoo will now display all invoices where the due date has passed but the payment is still pending.
  

Pro Tip: You can also use the Group By feature to categorize overdue invoices by customer, salesperson, or due date.

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3. Check Invoice Details

• Click on any overdue invoice to open it.
  
• You’ll see:
  
  • Invoice number
    
  • Due date
    
  • Outstanding amount
    
  • Customer details
    

This gives you clarity on how long the invoice has been overdue.

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4. Send Payment Reminders

• Inside the invoice, click on “Send & Print” → “Send by Email”.
  
• Choose a payment reminder template (Odoo provides default ones).
  
• You can also customize the email with a polite reminder like:
  “Dear [Customer], This is a gentle reminder that invoice #INV001 is overdue since [date]. Kindly clear the payment at the earliest.”
  

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Key Features in Odoo 18 for Overdue Invoice Tracking

✔ User-friendly dashboard
✔ Smart filters for overdue invoices
✔ Automated reminders & follow-ups
✔ Partial payment tracking
✔ Real-time reports

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Final Thoughts

Managing overdue invoices manually can be stressful, but with Odoo 18 Accounting, the process becomes simple, smart, and automated. By following the steps above, you can track overdue invoices, send reminders, and maintain a healthy cash flow in your business.

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