Transcript

Learn how to easily track overdue payments and send payment reminders to customers using the Overdue Payments Report.
Now see how it works.

Step 1: Open Vyapar and Enable Due Dates
Open the Vyapar Billing Software, go to Settings → Transaction Settings, and turn ON Due Dates & Payment Terms.
This lets you set payment timelines for each invoice.

Step 2: Set Default Payment Terms
Click on Set Payment Terms to choose a default duration, such as Net 15 (15 days).
You can also edit or delete terms anytime and click Done to save changes.

Step 3: Create a Sales Invoice with Due Date
When creating a Sales Invoice, you’ll see the Payment Terms on the right.
The Due Date auto-calculates based on your default setting, but can be changed manually if needed.

Step 4: View Overdue Payments Report
Go to Reports → Sales Ageing Report to see which customers have pending or overdue payments.
You can view overdue data by time range (e.g., 1–30 days, 31–45 days) and check how much is due for each

Step 5: Send Payment Reminders
Click the arrow icon beside any customer to send a payment reminder directly.
You can also use the Reminder icon on top to send bulk reminders to all customers at once.

Step 6: Filter, Export, and Analyse
Use filters to sort customers by group or duration.
You can also export the report in Excel or PDF format for better tracking.
The graph at the top shows overdue amounts by time period for quick analysis.

With the Overdue Payments Report, tracking pending payments and sending reminders becomes effortless, helping you get paid faster and keep your cash flow strong.

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