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HubSpot check library

HubSpot invoices overdue with a balance due

An invoice past its due date that still shows a balance and is not paid, voided or refunded is either unpaid cash or a record that is out of step with your accounting system. List overdue invoices, confirm each one against the payment processor and your books, then follow up or correct the status through your finance process.

CommerceCOMMERCE-010Updated 2026-10-28

Why it matters

Overdue invoices are money the business has earned but not collected. If nobody owns the list, follow-up depends on memory and cash flow suffers.

Some overdue invoices are not really unpaid. The payment may have arrived through another channel and never been recorded in HubSpot. Either way, the record is wrong and reports built on it mislead finance and account managers.

How to find it in HubSpot

  1. Open the invoices index. In most portals it sits under Commerce.
  2. Add the Due date, Status, Balance due and Associated company columns.
  3. Filter to Due date is before today, then exclude paid, voided and canceled invoices.
  4. Sort by balance due so the largest amounts are reviewed first.

How to fix it safely

  1. Check each invoice against your payment processor and accounting system before you contact the customer. Record any payment that already arrived.
  2. For genuinely unpaid invoices, have the account owner or finance team follow your normal collections process.
  3. Record disputes and agreed payment plans on the invoice or company record so the next person has context.
  4. Agree who reviews overdue invoices each week, and add the saved view to their routine.

Before you change anything: Do not mark an invoice paid or void in HubSpot until your finance team confirms it in the accounting system. Invoice status can affect payment links, reminders and synced records.

How Ancil checks this

Rule
COMMERCE-010
What it looks for
Reads up to 500 invoices and flags invoices whose due date is before today, whose status is not paid, void, canceled or refunded, and whose balance due (or amount billed, when balance is blank) is above zero.
Severity
Warning.
Evidence shown
Invoice IDs, numbers, status, due date and balance due for up to 50 invoices.
Governed fix
Not automated. Ancil reports the evidence only. Your finance team, or an INSIDEA expert, decides what changes, because Ancil never changes commerce or financial records automatically.

Related checks

HubSpot invoices missing a contact or line items HubSpot payments missing data or not linked to an invoice HubSpot subscriptions missing billing details or a customer Open HubSpot deals with no owner

Run this check and 149 more.

Ancil connects to HubSpot read-only in about 60 seconds. Nothing changes in your portal without your approval.

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