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Sending past due invoices

In your Billing and Services settings, you can indicate when an invoice is considered past due. This will help you stay up to date with your billing and identify which invoices need your attention the most.

Here's how to set this up:

  • Navigate to My Account > Settings > Billing and Services
  • Select the number of days that would trigger a past-due designation on an invoice from the dropdown 


  • Check the Email clients when an invoice is past due box if you want to send automated emails to your clients that have past due invoices
    • Clients will receive weekly past due email notifications for 4 weeks after the issue date on the invoice

Note: If you would like to disable the email notification feature, you can uncheck Email clients when an invoice is past due. There isn't a way to prevent the system from indicating invoices after they've been issued for a certain number of days as past due. 

Once 30 days have passed since an invoice was created, if it remains unpaid, the status will change to Past Due.


You can preview and customize the past due email template by navigating to My Account > Settings > Client Portal > Emails


Once a payment is applied to a past due invoice, it will update to the Paid status. See Adding a payment to learn how to add a client payment. 

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