Viewing "unpaids"

Guide for viewing and chasing unpaids 

You no longer need to resend invoices, this will be automatically done by the system at specified intervals depending on the type of customer type and payment terms set, according to the following rules:

• Reminder sent on Due day for Bank Transfer customers 7 and 14 day terms.
• Credit card Payment terms are sent on 2, 5, 7 and 14 business days overdue
• Customers are blocked after 14 days overdue invoice.
• Residential and Business customer reminders are sent to the customer email unless there is an invoice email present for the customer under invoice details.
• NDIS customers will be sent to the plan manager unless self managed.
• No reminders sent for an invoice created and due on the same day.
• No reminder for invoice that has been sent for payment on the day of the reminder.
• No reminder for invoices in draft and haven't been sent for payment.
• No reminders for customers with it disabled.

You can view any unpaid invoices owing to you via the dash icon on your app (see below). It’s a good idea to discuss with any customers if they have outstanding invoices that are past their due date.

WE STRONGLY RECOMMEND that you don’t pickup customers who have outstanding invoices that are past their due date until these have been paid. 

Accounts team will chase unpaid invoices past their due date and get in touch with you if needed. 

CLICK HERE for more information on viewing your invoices and commission statements.