Overdue Invoices

Some customers need a reminder. Klearcut helps you stay on top of overdue payments.

Finding Overdue Invoices

1. Go to Invoicing
2. Click the Overdue filter

You'll see all invoices past their due date, sorted by how overdue they are.

Overdue Indicators

In your invoice list:

• Days overdue — Shows next to each invoice
• Colour coding — Red for seriously overdue
• Total overdue — Summary at the top

Sending Reminders

1. Open the overdue invoice
2. Click Send Reminder
3. Choose a reminder template (or write custom)
4. Click Send

The reminder email includes:

• Invoice details
• Amount owing
• Link to pay online
• Your contact details

Reminder Templates

Set up templates in Settings → Invoicing → Reminder Templates:

• Friendly first reminder — "Just a quick reminder..."
• Firm second reminder — "This invoice is now X days overdue..."
• Final notice — "Please pay immediately to avoid..."

Automatic Reminders

Enable automatic reminders:

1. Go to Settings → Invoicing
2. Turn on Automatic Reminders
3. Set the schedule (e.g., 7 days, 14 days, 30 days overdue)
4. Select which template for each stage

Best Practices

• Send early — A reminder at 1-2 days overdue is a gentle nudge
• Be consistent — Follow the same process every time
• Pick up the phone — For seriously overdue, a call works better than email
• Note everything — Record conversations in the invoice notes