Working the past-due list: reminders, pay links, a card you already have on file, promises to pay, and — when it's truly gone — a write-off.
Every Move On One Invoice
From the collections worklist, each overdue invoice offers the whole set of next moves without you leaving the list. Email a reminder, text the pay link, copy or open it yourself, charge a saved card, open the invoice, or write it off.
The text and email are pre-written with the customer's name, the invoice number, the balance, and the secure link — so sending one is a tap, not a drafting exercise.
- Email reminder, or text the pay link directly.
- Copy or open the pay link yourself.
- Charge a card on file without the customer present.
- Write off a balance as bad debt when it's over.
Pro tip: Call the oldest past-due account first. One phone call collects more than ten reminder emails, and the aging captions exist to tell you which accounts have moved past the emailing stage.
Promises To Pay
When a customer commits to a date, log it. Record the amount, the date they promised, and an internal note about the conversation.
The promise then does two jobs: it feeds cash forecasting, so you can see money you're expecting, and it flags itself if the date passes unpaid — which is precisely the moment a polite follow-up is most effective.
- Log the amount, the promised date, and a private note.
- Promises feed cash forecasting.
- A broken promise flags itself on the account.
Cards On File
A customer can save a card for future charges. The card is vaulted with Stripe — you never hold the number — and once it's on file, the collections list offers a one-tap charge that doesn't require the customer to be there.
Saving the card runs a proper setup flow including bank verification steps where the card issuer asks for them, and the resulting payment records itself against the invoice.
- Cards are vaulted with Stripe — never stored by the app.
- Charge on file without the customer present.
- The charge records itself as a payment.