View Overdue Invoices

To see which invoices are past due, select Invoicing from the navigation menu, and then select Past Due Invoices.

The Past Due Invoices page shows invoices that are overdue. They are separated into four past due sections: 0-30 days, 30-59 days, 60-89 days, and 90+ days. 

From here, you can export all of them to an Excel spreadsheet, or navigate directly to a section.

Send Notifications to Customers With Overdue Invoices

Notifications can only be sent to customers with email addresses associated with their account.

1. To send notifications to customers with overdue invoices, select which ones you want to notify by clicking the box next to the invoice number(s).
2. Click Send Notices

3. A message lets you know how many notifications will be sent. Click OK. Your customer will now receive an email reminding them of their overdue payment and attach the PDF invoice.

It is also important to note that a customer cannot receive a notification unless they are due to receive it. For example:

  • If a customer is in the 0-30 days range, you cannot send them the 30 days overdue notice. 
  • If a customer is in the 60-89 day range but you did not send them the 30 day notice, you need to send them the 30 day overdue notice before you can send them the 60 day notice. 

You can also notify all invoices in a section by checking the box above the listed invoices. 

You can also View Email History or Resend the invoice to the customer from the Past Due Invoices page. When sending a past due notification to the customer, we automatically attach a copy of the invoice. 

For detailed information about the other buttons on this page, click here

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