Features/Overdue Invoice Notifications

    Feature Guide

    Overdue Invoice Notifications

    Late payments are a fact of business life. BGinvo detects them automatically, reminds your clients on your behalf, and keeps you informed every single day - so nothing falls through the cracks.

    Never Chase Payments Manually Again

    When you send an invoice, you're trusting your client to pay on time. But sometimes that doesn't happen. Following up on late payments is awkward, time-consuming, and easy to forget. BGinvo's automated overdue notification system takes care of it for you - every day, in the background, without any manual effort on your part.

    How It Works: The Full Pipeline

    The system runs on a two-stage daily schedule. Here's exactly what happens:

    Stage 1 - Daily Detection (6:30 AM)

    Every morning, BGinvo scans all your active invoices. Any invoice with a pending or sent status whose due date has already passed is automatically transitioned to overdue status.

    This happens quietly, every single day. You don't need to manually flag invoices or run any reports. Archived invoices are always excluded from this process - if you've moved an invoice to archive, it's treated as resolved.

    Stage 2 - Staged Client Reminders (8:00 AM)

    Thirty minutes after detection, BGinvo sends professionally worded reminder emails to your clients on a simple two-stage schedule:

    Stage 1 - 1 day overdue - A friendly, polite nudge. Assumes the oversight was unintentional. Most clients pay after this one.
    Stage 2 - 7 days overdue - A follow-up second notice, sent at least 6 days after Stage 1. The tone is slightly firmer, indicating that the payment has not yet been received.

    BGinvo won't send more than one reminder per stage per invoice. After two reminders, no further automated emails are sent - the system leaves the ball in your court for manual follow-up.

    Every reminder email includes the original invoice as an attached PDF, so your client always has the document on hand and has no excuse for not paying.

    Daily Digest to You (Owner)

    Alongside the client emails, you receive a daily summary email at your registered address. This digest lists every currently overdue invoice - who owes what, how many days past due, and the outstanding amounts.

    Think of it as your daily cash flow pulse check, delivered before the workday starts. No logging in required to know where you stand.

    You're in Control: Toggling Client Reminders

    BGinvo gives you full control over whether reminder emails go out to your clients. Head to:

    Dashboard → Settings → Reminders

    Toggle Automatic Reminders off if you'd prefer to handle client communication yourself - for example, if you have an informal arrangement with a client, or if you're already in discussion with them about the payment.

    When automatic reminders are disabled:

    Your clients will not receive any automated emails
    You will still receive the daily digest - so you remain informed about all overdue invoices
    You can still manually trigger reminders from the Reminders tab if needed

    When you turn automatic reminders back on, the staged schedule resumes from where it left off for each invoice.

    What Gets Excluded

    BGinvo is deliberate about what it processes. The following are always excluded:

    Archived invoices - Archived means you've moved on. These are never processed.
    Paid, draft, void, and cancelled invoices - Only active unpaid invoices are eligible.
    Clients with no email address - If a client has no email on file, the reminder is skipped automatically. The daily digest still includes them so you can follow up another way.
    Invoices with no due date set - Without a due date, there's no overdue threshold to calculate against.

    Why Two Stages?

    The two-stage schedule is based on industry-standard payment follow-up practice. Research consistently shows:

    Most late payments are resolved by the first or second reminder - a simple nudge is often all it takes
    A brief, friendly follow-up maintains the client relationship while making the outstanding balance clear
    Spacing the reminders prevents your clients from feeling harassed while still applying appropriate pressure
    Capping at two reminders means BGinvo never sends excessive email on your behalf

    Why This Matters

    Chasing unpaid invoices is one of the most stressful parts of running a small business. Studies show freelancers and small business owners lose significant revenue each year simply because late invoices go unfollowed. Not from bad clients - but from the awkwardness and busyness that makes following up easy to skip.

    BGinvo's automated overdue notifications solve this without requiring anything from you. Set up your business details once, and the system handles the follow-up professionally and consistently - every day, for every client, for every invoice.

    Your job is to do the work. Let BGinvo handle the rest.

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