Chasing an unpaid invoice

Updated 2 October 2026·5 min read

Chasing happens in Sales › Credit control, which shows who owes you and when they will pay. You can send reminders yourself, or have them go out on a schedule you set.

Automatic reminders are off until you switch them on

Nothing emails your customers on a schedule until you turn on Send payment reminders automatically. Once it is on, reminders go out on the days you chose without you pressing anything.

See what is outstanding

Each customer's unpaid invoices are listed with how late they are, because a week late and three months late are different problems and want different letters. Search by customer or invoice to find one quickly.

Credit control

INV-2041 · Kingsway Media Ltd

Due 4 Oct 2026

£5,760.00

INV-2038 · Hanover & Co

11 days overdue

£1,150.00

INV-2019 · Blackthorn Studio

68 days overdue

£2,340.00

Send a reminder yourself

Select the customers you want to chase and preview the reminders before anything goes. You see exactly what will be sent, and anything that cannot be chased, such as a paused invoice, is shown as skipped. On a single invoice, Send reminder does the same for that one.

Turn on automatic reminders

1
Open Reminder settings
On the Credit control page, choose Reminder settings. It has two tabs, Reminders and Payment plans. On the Reminders tab, the Payment Reminders card is where you switch on Send payment reminders automatically.
Send payment reminders automatically
Schedule Preset
Standard
Stop Reminders After
90 days overdue
2
Choose a schedule
Schedule Preset offers Gentle (on the due date, then 7 and 30 days after), Standard (3 days before, on the due date, then 7, 14 and 30 days after) and Aggressive (7 and 3 days before, on the due date, then 3, 7, 14 and 30 days after). You can also set your own days. Stop Reminders After sets how overdue an invoice can be before the reminders give up.
3
Check the wording
The emails come from three templates, Before Due, On Due Date and After Due. Edit them so they sound like you before you switch anything on.

Who the reminders skip

Reminders never go for an invoice that is paid, on a payment plan or paused, or to a customer whose Automatic chasing switch is off. Turn that switch off for anyone you would rather handle personally.

Promises and payment plans

When a customer tells you when they will pay, record it with Log a promise so the date is on file. If you let customers apply for a payment plan, each reminder email carries a link to apply, and applications wait on the Credit control page for your answer.

When the money arrives

If it comes through a connected bank account, the feed matches it and the invoice settles itself. Use Record payment when it arrives another way, which is usually a cheque, a card machine or a payment split across two transfers.

Part payment

Record what actually arrived. The invoice keeps the remaining balance outstanding.

They paid the wrong amount

Record what they sent. An invoice that says it was paid in full when it was not will come back to you at the year end.

It is never going to be paid

Do not delete it. Talk to your accountant about writing it off, so the VAT you already accounted for is dealt with properly.

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