For agencies💵 Billing & Payouts

Chase overdue invoices automatically

Let OneTerp email a customer when their invoice is past due, after checking QuickBooks to be sure they have not already paid.

Rather than working a list of who owes you, you can have OneTerp send the reminder. Each night it refreshes payment balances from QuickBooks, works out who is genuinely still unpaid, and emails those customers a reminder with the invoice attached.

Step by step

  1. 1Open Settings, Billing & Subscription, then Billing Rules, and set "Send overdue invoice reminders (days past the due date)". It starts at 1 and 31, so on net-30 terms a customer hears from you at about 31 and 61 days.
  2. 2Edit the wording on the Invoice Email sub-tab, which holds two cards: the email that carries an invoice, and a second one for the overdue reminder.
  3. 3Turn reminders on for a customer on their record, under Notifications. They are off for every customer until you switch them on.
  4. 4Watch the Invoices list for the overdue chip to confirm who is being chased.

Tips

  • Reminders are off by default for every customer. Nothing goes out to anyone until you deliberately opt that customer in.
  • If the nightly QuickBooks refresh fails, your agency is skipped for that night rather than guessing, and you get an alert. That way a customer who has already paid never receives a chasing email because a sync was down.
  • Reminders need your own connected email sender, the same as every other message to a customer.
  • A reminder carries the invoice as a PDF attachment, so the customer has the document in front of them.

Related articles

Still need help?

If this article didn't solve it, submit a ticket and the OneTerp team will follow up.

Submit a ticket
← Back to Help Center