Overdue invoices

An invoice is overdue when its due date has passed and it is not fully paid. This article shows where Bilify tells you about overdue money and how to have your clients reminded automatically.

When an invoice counts as overdue#

Bilify counts an invoice as overdue when all of these are true:

• it is issued and not cancelled,
• it is an invoice that takes payments (offers and pro-formas never become overdue),
• it is not fully paid (its status is Issued, Sent, Seen, Partially paid or Overdue),
• its due date is earlier than today.

Only the unpaid part counts. An invoice of 10,000 MKD with 4,000 MKD recorded adds 6,000 MKD to the overdue amount.

The due date comes from the invoice itself. Invoice types require one; set it with Payment terms or Due date when you create the invoice. See Create an invoice.

The Overdue status#

Every night at 00:30 Bilify sets the status of these invoices to Overdue, from Issued, Sent, Seen or Partially paid. You can then find late invoices with the Overdue status filter on Documents. Recording a payment afterwards moves the invoice to Partially paid or Paid as usual.

Where you see it#

• Dashboard: the Overdue tile shows the total unpaid amount on overdue invoices today, next to Outstanding (everything still unpaid). Amounts in other currencies are converted at each invoice's frozen exchange rate. See Your dashboard.
• Documents: the Total due tile lists every document that still owes money, with the amount still due.
• Reminders: if reminders are on, the client receives an email after the due date, as described below.

Automatic due-date reminders#

Bilify can email your client before, on and after the due date of an unpaid invoice. Set it up in Settings > Notifications, card Invoice due reminders:

1. Leave Enabled on.
2. Under When to remind, set the reminders in Before the due date, On the due date and After the due date (overdue). Use Add reminder for more. The defaults are 3 days before, on the due date, and 7 days after.
3. Choose Send to the client and, if you want a copy, Also send a copy to the company.
4. Save.

The reminder emails have subjects such as "Invoice 2026-0001 is 7 day(s) overdue" and link the client to the invoice in the portal. Reminders go out once a day in the morning, and each reminder is sent only once per invoice. See Notification settings.

Reminders are sent for open invoices with a due date: status Issued, Sent, Seen, Partially paid or Overdue. Paid and cancelled invoices and drafts get none.

Turn reminders on or off for one invoice#

On an open invoice, the card Due-date reminders for this document has three choices:

• Use company default: follow the notification settings above,
• Always send: send reminders for this invoice,
• Never send: no reminders for this invoice, for example while you agree a payment plan.

Choosing Always send does not override the company switch: when Invoice due reminders is off in the settings, no reminders are sent at all.

When the client pays#

Record the payment on the invoice (see Record a payment), or let the client pay online. Once an invoice is fully paid it no longer counts as overdue and reminders stop.