Chase overdue invoices

An invoice becomes Overdue when its due date has passed and money is still owed. You can remind the client yourself, or have Spodus email reminders on a schedule.

Things to know

• Spodus checks due dates every minute. A sent or part-paid invoice moves to Overdue after its due date, and moves back if you push the due date out.
• Every reminder, sent by hand or automatically, is listed under History on the invoice.
• A reminder email links to the invoice so the client can read and download it.

Find overdue invoices

• On Revenue > Overview, the Overdue card shows how much is late and how old the oldest is. Click it to open the list.
• On Revenue > Invoices, open the Overdue view. Open shows everything sent but not yet paid.

Send a reminder by hand

1. Open the invoice's full page. From a list, click the invoice, then click Edit in the quick view.
2. Click Send reminder.
3. Check To, Subject and Message.
4. Click Send reminder.

Send reminders automatically

An admin can turn on reminder emails in Revenue settings.

1. Go to Revenue > Overview, click the gear, and stay on General.
2. Under Invoice reminders, turn on Email clients before and after an invoice is due.
3. Under Send a reminder, counting from the due date, pick the days: 3 days before, On the due date, 3 days after, 7 days after, 14 days after and 30 days after. You can pick up to six, and at least one.

The preview shows the email for one of your invoices. The starting schedule is 3 days before, on the due date, then 7 and 14 days after.

How it works:

• Each step goes once per invoice.
• Reminders stop as soon as the invoice is paid or void.
• Draft invoices, and clients with no email address, are skipped.
• If the invoice is still unpaid after the last step, the client's owner gets a notification.
• An invoice that is already late gets one reminder when you turn this on.

Let Ask Spodus draft chasers

On an overdue invoice, open the More menu (⋯) and choose Draft chase. To chase every overdue invoice at once, type / in the Ask box on Home and choose Chase overdue invoices. See Let Spodus do the chasing.

Related

• Send an invoice
• Record a payment
• Client statements
• Let Spodus do the chasing