Overview

Past due tracking surfaces outstanding invoice balances and past due status directly on Account and Bill Group records, so you can identify and act on overdue accounts without having to review individual invoices.

These values are kept current automatically as invoices are created, paid, or updated, and a nightly batch recalculates them as time passes and due dates are crossed.

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Past due tracking is available for CPQ + Billing customers only. This is not included for CPQ-only tenants.

Fields Reference
The following fields are available on Invoice, Bill Group, and Account objects.

Field	Available On	Description
pastDue	Invoice, Bill Group, Account	On an invoice, true if the invoice is unpaid and its due date has passed. On Bill Group and Account, true if any related invoice is past due.
daysOutstanding	Invoice, Bill Group, Account	On an invoice, number of days the invoice is past due. On Bill Group and Account, reflects the maximum days outstanding across all related invoices. Zero if all invoices are paid or not yet due.
amountOutstanding	Bill Group, Account	Total unpaid balance across all open (unpaid) invoices. Recalculated whenever a related invoice is updated.
pastDueAmount	Bill Group, Account	Total unpaid balance on invoices where the due date has passed. A subset of Amount Outstanding.
pastDueInvoices	Bill Group, Account	Count of invoices currently past due (unpaid and due date has passed).

How Values Are Updated

Event-Driven Recalculation

Past due fields on Bill Groups and Accounts are recalculated automatically whenever a related invoice is updated in a way that could affect the value, for example, when a payment is applied, a credit is issued, or an invoice is created or voided.
When an invoice update occurs, the pastDue, amountOutstanding, pastDueAmount, pastDueInvoices, and daysOutstanding values are recalculated on both the affected Bill Group and its parent Account.
- If mapped to a CRM, this then syncs the latest past due values to the connected CRM.

Nightly Recalculation

Because due dates change relative to today, past due status cannot be kept accurate through invoice update events alone.
Past due values are recalculated nightly to ensure that an invoice that crosses its due date overnight is correctly reflected as past due by the following morning, without requiring any invoice update event to trigger it.

Where It Appears in MonetizeNow

Invoice List and Detail

The invoice list table shows whether an invoice is past due and the number of days outstanding.
On the invoice detail page, a past due badge is displayed at the top when the invoice is overdue.

Bill Group

The Bill Group list and detail pages surface the past due flag and all related fields.
A past due indicator is shown if any invoice on the bill group is past due.

Account

The Account list and detail pages show the past due flag and all related fields.
The past due indicator on an account reflects whether any invoice across any of the account's bill groups is past due.

CRM Sync

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Currently, only Salesforce supports syncing Past Due data. Support for additional CRMs is coming soon.

Salesforce

The following Account-level fields can be synced to Salesforce via field mapping:

pastDue — boolean
amountOutstanding — currency
pastDueAmount — currency

To configure the sync

Go to CRM > Salesforce > Data Mapping > MonetizeNow → Salesforce > Account.
Map each MonetizeNow field to the corresponding standard or custom field on the Salesforce Account object.
Values are synced automatically whenever the MonetizeNow account record is updated as a result of a past due recalculation event.