Estimates & Invoices
How to Track and Follow Up on Overdue Invoices
Track overdue invoices in Local Business Pro and follow up with customers effectively. Filter, prioritize, and collect outstanding payments.
Quick Answer: Filter the Invoices page by "Overdue" status to see all past-due invoices. Review each one, contact customers for payment, and record any payment arrangements in the notes.
What You'll Learn
Staying on top of overdue invoices is critical for cash flow. This guide shows you how to identify overdue invoices, prioritize follow-ups, and use the analytics to track your collection efforts.
Finding Overdue Invoices
- Navigate to Operations > Invoices
- Look at the Overdue analytics card for the count and amount
- Set the Status filter to Overdue
- The table now shows only past-due invoices
- Sort by due date to see oldest overdue first
- Click View on any invoice to see details and contact info
Follow-Up Best Practices
- Contact customers within 3 days of an invoice becoming overdue
- Send a friendly reminder before making phone calls
- Document all communication attempts in the invoice notes
- Offer payment plans for large outstanding balances
- Set a weekly reminder to review overdue invoices
Frequently Asked Questions
Q: Can I send automatic payment reminders?
A: Yes, you can set up automations to send reminder emails or texts when invoices become overdue.
Q: How do I offer a payment plan?
A: Record partial payments as they come in. The invoice will show as Partially Paid until the full amount is received.