Overdue invoices
SolidInvoice can automatically mark unpaid invoices as overdue once their due date passes, and send escalating reminder emails to clients at configurable intervals.
How it works
A background task runs every hour and checks all pending invoices. Any invoice whose due date has passed is transitioned to the Overdue status automatically. When that happens, SolidInvoice also sends an internal notification to users who subscribe to invoice alerts.
An invoice must have a due date set for the automation to act on it. Invoices with no due date are never marked overdue.
Set a due date on an invoice
When creating or editing an invoice, fill in the Due Date field. The date appears on the PDF and on the client-facing invoice page, and is used by both the overdue check and the reminder schedule.
See Creating an invoice for the full invoice form reference.
Payment reminders
In addition to marking invoices overdue, SolidInvoice can send reminder emails to clients on a schedule. Reminders are sent to the contacts on the invoice at three intervals after the due date:
| Days overdue | Email subject |
|---|---|
| 1 day | Payment Reminder: Invoice {id} |
| 7 days | Payment Overdue: Invoice {id} |
| 14 days | URGENT: Invoice {id} — Immediate Action Required |
A pre-due reminder can also be sent a configurable number of days before the due date.
For full details on configuring reminders, see Payment reminders.
Configure the reminder settings
Go to Settings → Invoice to control the reminder behaviour.
| Setting | Default | Description |
|---|---|---|
| Enable automatic invoice payment reminders | On | Master switch for all automated reminders |
| Send reminder before invoice is due | On | Send the pre-due reminder email |
| Days before due date to send pre-due reminder | 3 | Set to 0 to disable the pre-due reminder |
Reminder features are available on paid plans. Trial accounts can view the settings but cannot enable them.
Invoice statuses
Once marked overdue, the invoice status changes to Overdue in the grid and on the invoice detail page. Recording a payment for an overdue invoice transitions it to Paid.
See Invoice statuses for the full status lifecycle.