Invoice Reminders - Following Up on Unpaid Invoices

When an invoice passes its due date without payment, it becomes Overdue. You can send payment reminders to prompt guardians to pay.

Finding overdue invoices

1. Go to Finance → All Invoices
2. Set the Status filter to Overdue
3. Review the list of outstanding invoices

Sending a reminder

1. Go to Finance → Invoice Reminders
2. This tab provides a dedicated view for invoices where you can create a reminder
3. Choose to create a reminder for a specific invoice – or all overdue invoices
4. The reminders are created as "Reminder unprocessed" and found in the "All invoices" tab
5. Send the invoice reminders by selecting them and press send

After a reminder is sent, the invoice status updates to Reminder sent.

Invoice reminder statuses

Status	Meaning
Overdue	Due date passed, no payment, no reminder sent yet
Reminder sent	At least one reminder has been sent
Reminder upr.	Reminder is not processed

Best practice for chasing payments

A recommended escalation process:

1. Day 1 after due date — Invoice status becomes Overdue. Review weekly.
2. Day 7 — Send the first payment reminder via the Invoice Reminders function.
3. Day 21 — If still unpaid, send a second reminder and follow up personally by phone or email.
4. Day 30+ — Consider crediting if payment is being negotiated informally, or escalate as needed.

Crediting or cancelling an invoice

If an invoice was created in error or needs to be cancelled.

If the invoice is unpaid:

1. Find the invoice in Finance
2. Use the ⋯ menu and select Credit
3. The invoice status changes to Credited and the outstanding amount is cleared

If the invoice is paid: For the first version of Lime Sportadmin, credits on paid invoices are handled manually. Contact us to get help with crediting a paid invoice.