In the Unpaid Invoices Report (or credit control report) you can view and filter all invoices with a balance due. Use the Unpaid Invoices report to:
- List all outstanding invoices.
- Take Payment from clients with a payment card on file.
- Enter "Payment in Full" Receipts, one at a time or in bulk which are emailed to the client.
- List debts for a particular service type (such as dog walking or daycare).
- Re-send Invoice payment reminder emails.
Tip: For email reminders, "Last Sent" is a helpful function as it sorts the list by the last date you sent a reminder.
Note: When you use the Unpaid Invoices Report to send payment reminders, the emails can be personalized and sent individually, or in batch. Each reminder email will have a copy of the invoice and account summary attached.
How Do I Email a Payment Reminder to Multiple Clients from the Unpaid Invoices Report?
Navigation: Invoicing > Unpaid Invoices
- To view Invoices by one Invoice Type, select the appropriate Invoice Type from the first drop down list. To view All Invoices leave the default setting of "All Invoice Types."
- Select a date. All debts where the due date of the invoice is on or before the date selected.
- Click the checkbox in the header to select all clients, or sort by a column and individually select clients.
- Click "Email."
- Filter the report by Date and Invoice Type and sort by Due Date, Ageing, Client, Date Invoice was last emailed, Service Start or End Date, Amount Due, and Invoice Type.
- Sort this report by clicking a Column Name in the Header Row, click again and sort it in reverse.
- Choose an email template from the dropdown.
- Click "Send Email."
- An email is sent to each client selected with a copy of the invoice and account summary attached.
The Unpaid Invoices Report Explained:
- #: Invoice number. Click on the invoice number to access the invoice screen. To return to this report, click "Back" button.
- Client: Client's Last Name, First Name. Click client name to access Client Record. To return to this report, click "Back" button.
- Ref: Schedule Ref for this client.
- Start: Service start date for the Invoice.
- Last Sent: Date invoice was last sent to client. Use it to determine when to send it again.
- Due: Invoice due date, based on the Invoice Type for this Invoice.
- Ageing: Number of days until the due date. If the number is positive (10), the invoice is 10 days overdue. If the number is negative (-10), the invoice will be due in 10 days.
- Total: Total amount of the invoice before any payments were made.
- Tips: Amount of Tip added to the invoice using Stripe via the Portal.
- Invoice Type: Invoice Type associated with the invoice which determines the Due Date. Refer to Invoice Types for more information.
- Credit Card Image: If an "S" in a green box appears in this column, the client has a payment method on file. For these clients, you can take payment via this report.
- Overdue: Amount of the invoice that is still due, after any payments have been deducted.
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