How do I find and chase unpaid invoices?

An invoice you did not collect at the counter does not have to become a phone call.

The Unpaid tab

Money › Invoices & Payments › Unpaid lists every open invoice. Clients with more than one are grouped at the top. Expand a row for:

• Pay: take the payment now.
• Send Reminder: emails the client a link to view and pay the invoice online by card. No sign-in needed; the link is the key.
• Edit or Delete.

The same invoice shows under Invoices in the client's portal with Pay Now, and the unpaid alert on their portal home page.

Balances & Aging

Insights › Balances & Aging is the account view: total outstanding, the part more than 60 days old, and credit clients hold on account. The table lists each client with their balance, days since their last invoice, and last payment. Chase opens a message to the client with a suggested note, sent through Messages so the conversation is on their thread. The Clients with credit list shows who has money on account to apply at their next checkout.

Age is counted from the last invoice, because there is no per-invoice due date on account balances; treat it as "how long has this been sitting".

Account credit

A negative balance is credit. It appears as an Account Credit tile in the payment window and can be applied to any invoice for that client.