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Chase overdue invoices automatically

Send reminders about overdue invoices and unanswered estimates, without remembering to.

Go to Settings → Chasing customers automatically.

1.Tick what you want chased: overdue invoices, unanswered estimates, or both.
2.Set the days. For invoices these count from the due date; for estimates, from when you sent it.
3.Save.

It is off until you turn it on.

When it stops

On its own, the moment the document changes — paid, voided, accepted, declined, or past its date.

Three at most

A fourth reminder does not collect anything. It teaches the customer to filter the address your real invoices arrive from, and then the one that matters never gets read.

One customer you do not want chased

Open that document and silence it. A switch that only works for everyone is a switch nobody dares use when somebody is mid-dispute.

Still deciding?

Tell us what you do and we will tell you honestly whether this fits. A person reads it, and replies.

Contact →
info@tmadvisorsgroup.com
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Chase overdue invoices automatically | RunGrid