What happens when an invoice is overdue

What happens when an invoice is overdue

An invoice becomes overdue when the due date passes and the customer hasn't paid. Morgan AI handles this clearly so you always know what's outstanding.

How Morgan AI marks invoices overdue

When an invoice's due date passes without payment, it automatically moves from Unpaid to Overdue in your Invoices tab. You'll see it highlighted in red so it's easy to spot.

Automatic reminders

Morgan AI can automatically send payment reminders to customers with overdue invoices. To set this up:

1. 1Go to Settings > Invoices > Reminders
2. 2Enable Automatic reminders
3. 3Choose when to send them:

- On the due date

- 3 days after due date

- 7 days after due date

You can customize the reminder message or use our default professionally-worded template.

Sending a manual reminder

At any time, you can send a one-off reminder:

1. 1Open the overdue invoice
2. 2Tap Send reminder
3. 3Preview the message and tap Send

The reminder includes the invoice details, amount owing, and a payment link.

Adding late fees

If your business charges late fees, you can add them to an invoice:

1. 1Open the overdue invoice
2. 2Tap Add late fee
3. 3Enter the amount or percentage
4. 4The invoice total updates and a new copy is sent to the customer

Writing off an invoice

If you've decided a customer isn't going to pay and you want to write off the invoice:

1. 1Open the invoice
2. 2Tap Mark as written off

This removes it from your outstanding balance without deleting the record. Written-off invoices appear in your reports for your accountant.

Collecting overdue payments in person

If you see the customer in person, you can still collect via Tap to Pay:

1. 1Open the overdue invoice
2. 2Tap Collect payment
3. 3Select Tap to Pay
4. 4Have the customer tap their card

The invoice is marked as paid and the payment is recorded.