EXCEL SOLUTIONS

Find due dates and overdue invoices

Add payment terms to an invoice date and flag what is late, as of a chosen date.

IntermediateFinance and accountingAbout 7 minutes

Sample data

Row	A	B	C	D	E
1	Invoice	Customer	Amount	Invoice date	Terms (days)
2	INV-1001	Harbour Cafe	1250	2025-06-02	30
3	INV-1002	Palm Stationery	480	2025-06-20	14
4	INV-1003	Dune Garage	3100	2025-05-12	45
5	INV-1004	Harbour Cafe	760	2025-07-01	30
6	INV-1005	Oasis Clinic	2200	2025-04-18	60

Customer invoices (fictional) Row 1 holds the headings. All data is fictional. Dates are year-month-day.

Steps

Each formula is already filled in and calculated. Edit it and press Run to try your own version. Nothing is saved or uploaded.

Due date for INV-1001: invoice date plus terms in days.
Result02/07/2025
Is it overdue on 1 August 2025? Compare the due date with that day.
ResultTRUE
Say it in words.
ResultOverdue
Days overdue (0 if not).
Result30
Total amount of all invoices.
Result7790
Total for one customer.
Result2010

What to remember

Dates are numbers, so you can add days to them and compare them. Use TODAY() in your real file; here a fixed date keeps the answers stable.

Formulas used

TEXTIF SUMIFSUMDATE

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