What this page is for
See who owes you what and for how long, chase it, and write off what will never be paid.
Who can use it
- See money owed and statements (by default Admin and Finance).
- Write off unpaid invoices for write-offs.
How to chase money owed
- Check Aging for the overall picture.
- Under By customer, select a name for their statement of account.
- Payment reminders go out by email automatically at the days in the settings.
How to write off an invoice
Under By invoice, select Write off, give a reason and select Confirm. A credit note for the unpaid amount is made; if an approval rule covers write-offs, it waits for approval first.
Fields and columns
| Item | Meaning |
|---|---|
| Aging | Unpaid amounts per currency: not yet due, then by days past due. |
| By customer | Each customer's unpaid total, split the same way. |
| Days overdue | Days since the due date. |
| Still to pay | What is unpaid on each invoice. |
Statuses and automation
Reminders: one email at each day in the settings (for example 3, 10 and 30 days past due), never twice for the same day. After downtime, one reminder is sent, not several at once.
Settings that change this page
Settings, Receivables: Aging buckets and Send payment reminders at. Message templates: payment reminder.
FAQs
Who gets the reminder? The email on the invoice.
Troubleshooting
| Problem | What to do |
|---|---|
| No reminders are sent | The invoice has no email, or the reminder days are empty. |