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Managing Overdue Invoices

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To ensure invoices are reconciled in a timely fashion, you'll want to take a few minutes to review any past due invoices. It's best practice to keep these views as close to zero as possible. 

 

In this article, we will cover:

 

How to View Unpaid Invoices this Month

We make it easy to stay on top of invoices that may have failed to process within the current month. This will allow you to see which clients you may need to follow up with. 

To view unpaid invoices this month:

  1. Go to Financial > Invoices
  2. Select the Unpaid This Month tab

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Note: This view will show all invoices due during the current month, including invoices due on a future date. If you only want to see past-due invoices, see the section on Overdue Invoices below.

 

How to View Overdue Invoices

This view allows you to see any past due invoice(s). If you stay on top of this view, no payment will fall through the cracks. 

To view all overdue invoices:

  1. Go to Financial > Invoices
  2. Select the Overdue tab

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Note: Invoices will be placed in this view the day after their scheduled due date if they are still unpaid

If you'd like to stop the auto-bill you can use a bulk action or click into an individual invoice to turn the auto-bill setting off.

 

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More Information:

TIP: Wodify Blueprint Course - Increase revenue with automated billing

If you need any additional assistance with Managing Overdue Invoices, feel free to reach out to us at support@wodify.com.

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