Tallyo guide
Choose when overdue reminders are sent
An invoice is overdue when its due date has passed and there is still money to pay. You choose which invoices receive reminders.
Step by step
- 1
Save the invoice
The invoice must have a customer email, due date and an amount still to pay.
- 2
Enable reminders for that invoice
Turn on the overdue reminder option only when you want follow-up for this document.
- 3
See late invoices together
Use the overdue view to see the customer, due date and amount still to pay.
- 4
Check what was sent
The activity history shows when the invoice and each reminder were sent.