Send statements and chase overdue invoices
Late payers cost you time. This guide shows how to send a statement, how to send a reminder by hand, and how to let the app chase overdue invoices for you.
What a statement is
A statement summarises everything a client owes. It has a PDF and a live link, and it shows on screen as well as by email, and fits a phone screen.
Send one statement
- Open the client.
- Use the statement options to see it on screen, download the PDF, or send it by email or WhatsApp.
Send statements to everyone who owes
- Open Clients.
- Press Statements to all who owe.
- Check the review screen. Nothing is sent until you confirm.
Tip: Switch on monthly automatic statements in Settings if you send them every month anyway.
Send a reminder for one invoice
Open any overdue invoice and send a reminder by hand. You can also act on overdue invoices straight from the bell at the top, without leaving the page.
Let reminders go out by themselves
- Open Settings and switch on automatic reminders.
- Save.
Note: Reminders use the daily job. If they ever seem late, open Help, System health to see when it last ran.
Make sure your emails arrive
Reminders only help if they reach the inbox. Connect your own email under Settings, Email sending. See Connect your own email so messages reach the inbox.
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