Reminders and overdue invoices

Chasing payment is nobody's favourite job. Travada Books marks late invoices as overdue for you, and can send your customer a polite reminder without you lifting a finger.

When an invoice becomes overdue

An invoice becomes Overdue the day after its due date, if it's still Sent and nothing has been paid. Travada Books checks once a day, so you don't need to do anything.

If a customer has paid part of the invoice, it stays Part-paid after the due date rather than switching to Overdue. It can still get reminders.

To see what's late:

• The Overdue card at the top of your Invoices list shows how much is overdue and on how many invoices.
• Filter the list by Status and choose Overdue.

As soon as you record a payment for the full balance, the invoice becomes Paid.

Send reminders automatically

1. Select Invoices, then + New Invoice, and select Invoice Settings.
2. Under Auto Reminders, choose 3 days after due date, 5 days after due date, 7 days after due date or 10 days after due date.
3. Close the panel to save.

The setting applies to all your invoices, including ones you've already sent. On the chosen day, each Overdue or Part-paid invoice gets one automatic reminder. Invoices that are paid in full never get one.

To stop automatic reminders, set Auto Reminders back to Off.

Send a reminder yourself

You can send a reminder whenever you like, even before the due date:

1. Open the invoice. It needs to be Sent, Part-paid or Overdue.
2. Select the ••• menu and choose Send reminder.

You can also do this straight from your Invoices list. Select the ••• at the end of the row and choose Send reminder.

What your customer receives

The reminder is an email from your business name, sent to the customer's billing email, or their main email if they don't have one. The subject reads like "Reminder: Invoice INV-0042 from Acme Studio is overdue", or "is due" if the due date hasn't passed yet.

The email shows:

• the amount due. If they've paid part of it, they see what's left out of the original total, such as 400 remaining of 1,000 USD,
• the due date and invoice number,
• a View Invoice button that opens the invoice online, and
• a note that they can ignore it if they've already paid.

If your customer replies, the reply goes to the business email in your settings. Reminders you send yourself also go to anyone you've added under Send Copy in Invoice Settings.

Good to know: A reminder can only be sent if the customer has an email address. If one doesn't go out, check the customer's details. See Add and manage customers.