Filter issue in SALES PSB

[RayMizzi]

• In Sales state invoices appear to be overdue
• but in fact many of these are already paid
• we need to be able to filter to see just the ones that are not paid.

The system should resolve any unpaid invoices so that they don't show up when you app 'failed' filter.
Or maybe you need to give us a new filter so we can just sort out the ones that have to be chased.
Because assuredly there is no other way we can try and track when we have many invoices going out weekly

 

[Preeti Paryani]

Hello @RayMizzi,

Regarding the overdue invoice functionality, as per Pabbly’s current system behavior, an invoice remains in "Overdue" status for a certain period. If the payment is not received within this timeframe, the invoice either expires or gets canceled. Once the payment is successfully processed, the invoice status is automatically updated to "Success."

For the feature request to filter only unpaid invoices, we recommend submitting your request under the Feature Request section. Our team will review it and consider implementation if feasible. You can submit your request here: https://forum.pabbly.com/forums/features-requests.26/.

 

[RayMizzi]

There is no point showing invoices that have been successfully cleared. This is not something I should be requesting. Also when I do make submissions for requests I don't see them being done so I don't believe that submitting a request for future is of any use.

 

[RayMizzi]

Further I believe that this is something that should be built into the system as a standard. I mean if you've got so many other elements going you should have the fundamental thing of being able to see which Invoices still haven't been paid without it showing an unpaid for an invoice that has actually been paid. That makes no sense and is not helpful when running a small business so please don't ask me to submit something for a fundamental need in your software.

 

[Soumya Tripathi]

Hello @RayMizzi

Currently, Pabbly’s system updates the invoice status to "Success" once payment is received for an already created subscription. However, invoices may remain in the "Overdue" state for a certain period if they were initially unpaid.

This occurs because when a customer fills out the checkout page, a subscription is automatically created—even if the payment fails. If the customer then completes a successful checkout later, the previous unpaid subscription remains active, triggering overdue payment reminders.

We completely understand how this can create confusion, especially when managing multiple invoices. At the moment, the only workaround is to manually delete the overdue subscriptions.

While we have shared this internally for review, we also encourage submitting it as a feature request in our forum. We prioritize updates based on demand, and multiple requests can help accelerate development.
Submit your request here: Pabbly Feature Requests