The quick answer
Create a Transaction saved search in NetSuite. Under Criteria, set Type = Invoice, Main Line = Yes, and Due Date/Receive By = on or before your cutoff date. Save and run the search, then inspect a result. Add an appropriate open-balance or status filter if you need unpaid invoices.
Find invoices due on or before a date you choose, then save the search to run again. This walkthrough filters by due date; it doesn’t limit the results to unpaid invoices. For an overdue-invoice report, also check that each invoice is past due and still has an unpaid balance. The screenshots use sample data and fictional person and operating-company names.
Before you start
Your role needs access to saved searches and the invoices you want to report on. Decide the cutoff date and whether you need all matching invoices you can access or only unpaid ones.
This walkthrough uses a fixed date to make the example repeatable. Use your own reporting date. A relative date such as Today is useful when the cutoff should move each day.
01. Start a Transaction saved search
Create a new saved search and select Transaction as the search type. The screenshots begin on Saved Transaction Search. Depending on your role, you may reach it through Reports → Saved Searches → All Saved Searches → New.
Give the search a title that describes the filters. The recording uses Overdue Invoices; Invoices by Due Date is a clearer title for the criteria actually shown.
02. Limit the search to invoice headers
On Criteria → Standard, add Type, choose Invoice, and commit the filter. Then add Main Line and set it to Yes. The saved criterion displays as is true.
In this search, Main Line = Yes returns each transaction’s main row instead of its item-line rows. Check the results again if you later add joins or other detail.
03. Set the due-date cutoff
Add Due Date/Receive By and select on or before. Enter the cutoff date and commit the criterion. The recording uses 7/15/2026.
The comparison is inclusive: invoices due on July 15 qualify along with invoices due earlier. A fixed date stays fixed when the search runs again.
This does not establish that an invoice is unpaid. For a collections list, add and test an appropriate open-status or remaining-balance condition. Invoices due today also aren’t necessarily overdue yet.
04. Save, run, and inspect a result
Save and run the search. The recording opens Overdue Invoices: Results and returns one row: INV22, for 1 Test company, with an amount of 100.00.
Open a result and check its due date against your cutoff. If you need an unpaid-invoice report, also check its status and remaining balance. The search’s title and the Amount column alone don’t establish either.
Check the result
- Scope: Type is Invoice and Main Line is true.
- Cutoff: Due Date/Receive By is on or before the intended date.
- Meaning: payment status needs its own check; the search name is not a filter.
You have a reusable due-date search. Before sharing it, give it an accurate title and add the result columns and unpaid criteria your team needs.
Common questions
Does a due-date filter return only overdue, unpaid invoices?
No. A due-date comparison can include paid invoices, and “on or before Today” includes invoices due today. Add an appropriate open-status or remaining-balance condition when you need unpaid invoices, then verify the results against your definition of overdue.
What does on or before mean?
It includes the selected date as well as earlier dates. A fixed date remains the same whenever the search runs. A relative value such as Today moves with the current date.
Why does my invoice appear on more than one row?
Transaction searches can return line detail. Main Line = Yes generally gives one invoice-header row in a simple invoice search. Additional joins or result fields can still change the number of rows, so test again when you expand the search.
Does saving a search change invoices or email the results?
Saving stores the search definition; running it displays matching records your role can access. It does not change those invoices. Scheduled or triggered emails require separate search email settings or automation.