Late payment chasers

Overdue chasing is automatic. A scheduled run every morning at 09:00 in your shop's own timezone emails reminders for open invoices, per shop, so nothing crosses between customers of different shops and nobody is chased in the middle of their night.

Which invoices it picks up

An invoice is chased when it is:

• in sent, reminded or overdue status, and
• has a due date, and
• that due date is within the next 3 days or already past.

So the first nudge lands before the due date, not after it, which is where most of the value is. Paid and void invoices are never chased.

The email

It uses the invoice.reminder template, which you can rewrite under Email & SMS templates. Available in the template: the customer name, the invoice number, the total, the due date and the pay link. It goes to the customer's primary contact, or the first contact on file. An organisation with no email on file is skipped rather than erroring.

What the status becomes

• Past its due date, the invoice is set to overdue.
• Approaching its due date, it is set to reminded.

That is how you tell at a glance in the invoice list which invoices have already been chased and which have not.

Chasing by hand

The invoice list has a bulk reminder action for when you want to chase now rather than wait for the morning run, and any single invoice can be emailed from its own page with Email customer.

Seeing what would send

The reminder run supports a dry run, which lists every email it would send and to whom without sending any of them. Useful after you have edited the template or imported a batch of historic invoices with old due dates. Ask support to run it if you do not have shell access.

Quotes get chased too

Separately, unanswered quotes are chased at 09:30 and unanswered artwork approvals at 10:00, again in your shop's timezone. See handling revision requests.

Still stuck?

Email hello@printersfriend.com and quote the name of this page. Support is on every plan, with a reply within 1 business day.