Intro
In the operation of a self-storage facility, timely payments are essential for maintaining cash flow and ensuring the smooth running of your business. To assist with this, our platform includes a powerful feature designed to help you effectively manage and chase overdue payments.
Utilising the Overdue Payment Chase Feature
This guide will walk you through how to use the "has past due invoices" filter in the customer overview section, making it easier to identify and follow up with customers who have outstanding payments:
Go to "Customers" in the navigation bar
Click on filter "Has past due invoice(s)"
Select option "Yes"
Now you get a list of all past due invoices.
Note: Invoices paid with SEPA or Bacs direct debit are only set to past due once the payment was completed after the due date and its status is "failed".