Overdue payments and reminders

An invoice that passes its due date with money still owing goes overdue on its own, once a day, read in your organization’s timezone rather than a server’s. The member gets one reminder, and the invoice starts showing up as something to chase.

Setting the deadline

Payment terms in Settings is how many days after a billing period starts its invoice falls due. It is also the default for invoices you raise yourself, which you can move per invoice. Shortening it makes members late sooner; it has no other effect.

The reminder

Each overdue invoice sends the member one reminder email, written in their own language, not a daily stream of them. A member with no contact email on file gets nothing, and adding one later lets the reminder go out then.

Chasing them

Filter Invoices by overdue for the list to work through. Take the money at the desk and record it, or send a payment link if you collect online. Either way the invoice settles the moment the payment is recorded, and any access that was withheld comes back at once.

Sales paid in installments

A sale split into installments is one invoice that is legitimately unpaid for a year, so overdue there means a step whose date has passed isn’t covered. It goes overdue from that step’s date, and catching up hands it back to open on the next daily pass. See Sell a plan in installments.