How-To GuideBeginner5 min read

How to Track and Follow Up on Overdue Invoices

Track overdue invoices in Local Business Pro and follow up with customers to collect outstanding payments effectively.

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.