---
title: How do I generate a report with outstanding invoices?
description: Run the Opus1 Overdue Invoices report for past-due balances, or the Invoices report with status Open for everything unpaid, then export csv for a call list.
---

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1. [opus1io Knowledge Base](https://kb.opus1.io/?hsLang=en)
2. [Reporting](https://kb.opus1.io/reporting?hsLang=en)
3. [Invoices](https://kb.opus1.io/reporting?hsLang=en#invoices)

# How do I generate a report with outstanding invoices?

## Opus1 reports what families still owe in two places. Use Reporting → Overdue Invoices for balances already past due, or Reporting → Invoices with status Open for everything unpaid including invoices not yet due. Filter by payer or location, click Load everything so the totals are complete, then export csv for a spreadsheet or call list.

 **Last updated:** September 3, 2026  
**Applies to:** Owner / Manager / Staff   
**Plan:** All

### **Table of Contents**

1. [Overview](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#overview)
2. [Why you'd use it](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#why-youd-use)
3. [Which report should I use?](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#which-report-should-i-use)
4. [Who can run these reports](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#who-can-run)
5. [Before you start](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#before-you-start)
6. [Overdue Invoices report (past due)](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#overdue-invoices)
7. [Invoices report (all open invoices)](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#invoices-report)
8. [Invoices Statuses](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#invoices-statuses)
9. [Export the list as CSV](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#export-list-as-csv)
10. [Unpaid invoices for one family](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#unpaid-family)
11. [If you need paid history instead](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#paid-history)
12. [Troubleshooting](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#troubleshooting)
13. [FAQ](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#faq)
14. [Related Articles](https://kb.opus1.io/how-do-i-generate-a-report-with-outstanding-invoices#related-articles)

#### **Overview**

Opus1 tracks unpaid balances under **Reporting**, and two reports answer the question depending on how much you want to see.

| Report | Menu | What it includes |
| --- | --- | --- |
| **Overdue Invoices** | Reporting → **Overdue Invoices** | **Open** invoices whose **due date is already in the past** |
| **Invoices** | Reporting → **Invoices** | Invoices you filter by status and due-date range. For unpaid balances, set status to **Open** |

Two status words do most of the work here. **Open** means the invoice still has a balance. **Overdue** means the invoice is open **and** past its due date. So an invoice that is open but not yet due appears on the **Invoices** report with status **Open**, and not on Overdue Invoices.

Both reports let you filter by payer and location, show a running count and **Total Amount**, and produce a spreadsheet through **export csv**. From the Overdue report you can also take payment on the spot with **Pay**.

**Location:** Bottom icon → **Overdue Invoices** or Bottom icon → **Invoices**

#### **Why you'd use it**

Two different jobs sit behind the phrase "outstanding invoices," and the Opus1 report you want depends on which one you are doing.

**Chasing late payments.** You want a call list and a number: who is behind, and by how much. **Overdue Invoices** is built for exactly this. The running total tells you what is at stake before you start, and because **Pay** sits on each row, a collections pass happens on one screen instead of opening thirty family profiles one at a time.

**Looking at expected cash.** Overdue shows only money that is already late, which says nothing about the tuition due next week. **Reporting → Invoices** with status **Open** gives you everything still owed, due or not — the number you want when the question is what is coming in rather than what has gone wrong.

Both jobs end the same way. **export csv** turns either list into a spreadsheet you can sort, share with a bookkeeper, or work through as a call sheet.

#### **Which report should I use?**

| What you need | What to do |
| --- | --- |
| A list of **past-due** invoices for the school | **Overdue Invoices**, then **export csv** if you need a file |
| A list of **all unpaid** invoices (past due **and** not yet due) | **Invoices**, status **Open**, then **export csv** (**Owner** only) |
| Unpaid invoices for **one payer** | Filter **payer** on either report, or open that client's **Invoices** list |
| A printable copy of **one** invoice | Invoice **Details → Save as PDF** |
| A month- or year-end record of what a family has **paid** | Client **Invoice statement** — closed invoices only |

**Who can run these reports**

| Role | Overdue Invoices | Invoices report |
| --- | --- | --- |
| **Owner** | Yes | Yes |
| **Manager** | Yes | No |
| **Staff** | Yes | No |
| **Limited Staff** | No | No |

Managers and staff who need all **open** invoices, including those not yet due, should use **Overdue Invoices** for past-due items or open a client's **Invoices** list in Opus1. Ask an **Owner** to run **Reporting → Invoices** with status **Open** when the school-wide open list is what you need.

#### **Before you start**

- Both lists work from **invoice due dates**
- The table loads in pages. Scroll, or click **Load everything**, before you trust the **Invoices** and **Total Amount** cards at the top — those cards describe **what is currently loaded** until the full set is in.
- On the Invoices report, the due-date range for a CSV cannot be longer than **12 months**.

#### **Overdue Invoices report (past due)**

Start here when the question is who still owes the school money.

1. Go to **Bottom icon → Overdue Invoices**.
2. Review the two summary cards: number of loaded invoices and **Total Amount**.
3. Optionally narrow the list: 
     - **Filter payer** — one account manager / payer
     - **Filter location**
     - Add **Primary Staff** under **Add/Remove Columns**, then **Filter primary staff**
4. Click **Load everything** so the table and totals cover the full overdue set. Scrolling also loads more.
5. On a row, click **Details** for line items, payments, and **Save as PDF**, or click **Pay** to take payment now.
6. To generate a file, click **export csv**.

![Screenshot 2026-09-03 at 11.57.46 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-09-03%20at%2011.57.46%20AM.png?width=670&height=133&name=Screenshot%202026-09-03%20at%2011.57.46%20AM.png)

This report works from a fixed definition rather than a date picker: every **open** invoice with a due date **on or before now**. Open invoices that are not yet due sit on the Invoices report instead.

A yellow warning icon next to a payer means **missing payment info** on that payer's profile.

#### **Invoices report (all open invoices)**

Use this Opus1 report when outstanding should include invoices that are open but **not overdue yet**, or when you need Closed, Voided, or Processing as well.

**Owners only.** Managers and staff use Overdue Invoices, or a client's invoice list.

1. Go to **Bottom icon → Invoices**.
2. Set **Filter status** to **Open**. This is the default.
3. Set the due-date range — the control that reads **Invoices due from … to …**. The default is roughly the last three months through today. Widen it to catch older open invoices.
4. Optionally filter by **payer**, **location**, or **primary staff** after adding that column, or turn on **Missing payment info only**.
5. Click **Load everything** so the on-screen table and totals cover every match.
6. Click **export csv**.

![Screenshot 2026-09-03 at 12.04.58 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-09-03%20at%2012.04.58%20PM.png?width=670&height=133&name=Screenshot%202026-09-03%20at%2012.04.58%20PM.png)

#### **Invoice statuses**

| Status | Meaning |
| --- | --- |
| **Open** | Still unpaid, or still has a remaining balance. This is what outstanding means. |
| **Closed** | Paid in full. A closed invoice reopens if you apply a refund. |
| **Voided** | Canceled. Not due and not auto-paid. |
| **Processing** | ACH payment in flight. Stays processing until it settles, then closes, or fails, then reopens. |

You can **Pay** any **Open** row and open **Details** on any row. **Batch Discount** is available when the list is open invoices.

For statuses and filters in more detail, see [Reporting: Invoices](https://kb.opus1.io/reporting-invoices?hsLang=en).

#### **Export the list as CSV**

1. Apply the filters you want — status and dates on Invoices, payer and location on either report.
2. Click **export csv**.
3. Wait until the file is ready, then download it.

The Opus1 CSV is a spreadsheet of invoice rows. Columns include identifier, payer name and email, whether payer payment info is set, total due, taxes, discounts, due date, closed date, description, location, status, last attempt error, clients, services, subscriptions, primary staff, and tags — enough to sort by amount, group by location, or build a call sheet.

**Overdue Invoices CSV** follows the overdue definition: open, with a due date in the past. That export carries no date-range limit.

**Invoices CSV** uses the status and due-date range set on the page. If the range is longer than **12 months**, shorten it and export in more than one file.

#### **Unpaid invoices for one family**

For a single household, go to the family rather than the school-wide report.

1. Open the **payer** (account manager) profile in Opus1.
2. Open **Invoices**. Open invoices on that profile are what that family still owes. **See all invoices** shows history as well.
3. Click **Details** on an invoice, then **Save as PDF** to print or attach **that** invoice.

![Screenshot 2026-09-03 at 12.08.42 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-09-03%20at%2012.08.42%20PM.png?width=670&height=366&name=Screenshot%202026-09-03%20at%2012.08.42%20PM.png)

Opus1 produces one PDF per invoice. For a household carrying several unpaid invoices, filter either report by **payer** and **export csv**, or send each invoice PDF separately.

#### **If you need paid history instead**

Sometimes the request is the opposite of a collections list — a family wants a record of what they have already paid, usually at tax time.

That document is **Invoice statement**, on the client's **all invoices** page. It opens a monthly or yearly PDF of **closed (paid)** invoices for that payer, and your business **Tax ID / EIN** appears on it when saved in business settings.

Invoice statement covers closed invoices only, so use the reports above when you need unpaid balances.

![Screenshot 2026-09-03 at 12.10.06 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-09-03%20at%2012.10.06%20PM.png?width=670&height=72&name=Screenshot%202026-09-03%20at%2012.10.06%20PM.png)

![Screenshot 2026-09-03 at 12.11.25 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-09-03%20at%2012.11.25%20PM.png?width=670&height=421&name=Screenshot%202026-09-03%20at%2012.11.25%20PM.png)

#### **Troubleshooting**

**The Overdue report is missing an invoice I know is unpaid.** Confirm the invoice is **Open** and its **due date** is in the past in the report timezone. Open invoices that are not yet due belong on **Invoices** with status **Open**. Voided invoices are not outstanding.

**Totals look too small.** The summary cards follow **loaded** rows until you click **Load everything**, or scroll through the full list. After that, the cards show the complete filtered set.

**I don't see the Invoices report.** That page is **Owner** only in Opus1. Use **Overdue Invoices**, or ask an owner to run the Open invoices report.

**Export CSV fails or never finishes on Invoices.** Shorten the due-date range to **12 months or less**. The Overdue export does not use that range limit.

**I want one PDF listing everything a family still owes.** Opus1 produces one PDF per invoice. Filter a report by **payer** and **export csv** for a single file covering the household, or send each invoice PDF.

**Invoice statement came back empty.** Invoice statement lists **closed** invoices in the month or year you selected. If the family has paid nothing in that window, the PDF is empty — their unpaid invoices are on the reports above.

**A payer shows a warning triangle.** A payment method is not on file. Those payers still appear on the overdue and open lists. On the Invoices report, **Missing payment info only** isolates them.

#### **FAQ**

**Where do I find a statement of outstanding invoices?** In Opus1 that list is a report. Use **Bottom icon → Overdue Invoices** for past-due balances, or **Invoices** with status **Open** for everything unpaid, then **export csv**.

**Does Overdue Invoices include invoices that are open but not due yet?** No. Those appear only on **Invoices** in Opus1, with status **Open** and a due-date range that includes them.

**Can I email a report to all families from the report page?** No. Export csv for your own outreach, or use your usual Opus1 pay and reminder flows. Automated overdue reminders are separate — see [Client Automated Email Notifications](https://kb.opus1.io/client-automated-email-notifications?hsLang=en).

**Can I filter overdue invoices by date range?** Not on Overdue Invoices, since that list is defined as open and already due. To limit by due date, use **Invoices** in Opus1 with status **Open** and the due-date range.

**Will the CSV include invoices I haven't scrolled to yet?** The Opus1 export uses your **filters**, not only the visible rows. On screen, the totals may still be partial until you click **Load everything**.

#### **Related Articles**

**Other invoice reports**

- [Reporting: Invoices](https://kb.opus1.io/reporting-invoices?hsLang=en) — statuses, filters, Pay and Details on the owner Invoices report
- [Reporting: Overdue Invoices](https://kb.opus1.io/reporting-overdue-invoices?hsLang=en) — the overdue report page reference
- [Reporting](https://kb.opus1.io/reporting?hsLang=en) — other money and attendance reports

**Working with what you find**

- [How do I download a PDF of a client's invoice?](https://kb.opus1.io/how-do-i-download-a-pdf-of-a-clients-invoice?hsLang=en) — per-invoice PDF
- [How do I create an invoice?](https://kb.opus1.io/how-do-i-create-an-invoice?hsLang=en) — one-time unpaid bills via Charge/Invoice Client
- [Are my clients notified when their payments are declined?](https://kb.opus1.io/are-my-clients-notified-when-their-payments-are-declined?hsLang=en) — failed autopay, and paying from Overdue Invoices
- [Client Automated Email Notifications](https://kb.opus1.io/client-automated-email-notifications?hsLang=en) — overdue reminders compared with these reports
- [How do I add my business's federal tax ID/EIN to my clients' invoices?](https://kb.opus1.io/how-do-i-add-my-businesss-federal-tax-idein-to-my-clients-invoices-us-bustomers?hsLang=en) — Tax ID on **Invoice statement**

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