Invoices (Basic): Manage Overdue Invoices

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

Learn how to stay on top of unpaid and overdue invoices. Change a due date, turn on automatic reminders, or email an overdue invoice manually.

Covered here:

Changing the Due Date of Invoices

To choose the number of days before an invoice becomes overdue, go to Settings, then Integrations. Inside the Payments tab, under Preferences, enter the number of days, then click Save.

Getting Notified About Overdue Invoices

To make sure you always receive an email and a notification in your Inbox+ when a client’s invoice becomes overdue, check your notification preferences for Invoices by going to My Account in Settings.

Finding Overdue Invoices

It’s easy to tell which invoices are overdue by looking at their statuses in the invoices list: They are highlighted black. You can also filter the invoice list to find all current overdue invoices:

Click the Filter button in the top-right corner of the page. To the right of Status, select the Unpaid and Overdue checkboxes, then click Apply.

Following Up With a Payment Reminder

Sometimes invoices get lost in a cluttered inbox or accidentally wind up in a spam folder. Fortunately, you can always send a friendly reminder to the client.

Set up an automatic reminder either while issuing the invoice or send one later. For example, filter your invoices list to display all overdue invoices, then edit selected ones and toggle on reminders. From here, you can also see how many reminders have already been sent out. For more details about reminders, go here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us