Customers using an Offline payment method must settle the invoices they receive within a specific timeframe. After this timeframe, and once a certain grace period has passed, the invoice switches to the “Overdue” status, which allows your teams to spot these invoices and contact the customers.
Configuration
The payment deadline and the grace period can be configured in Settings > Payment Methods > Payment Method Configuration (Offline Payment section). You can access it directly by following this link.
Payment Limit
Defines the payment due date of an invoice based on its issue date.
This setting is used only to display a payment deadline on the invoice and in the back office.
The value must be between 10 and 90 days. The default value is 30 days.
Payment Overdue
Indicates the number of days before moving an invoice to “Overdue” after its payment deadline has passed.
Why this delay? Because changing an invoice to the “Overdue” status triggers an event that can have various consequences, depending on your integration. In order to avoid resorting to penalty measures too early and to maintain good relationships with your customers, we recommend allowing some leeway.
Possible consequences of switching an invoice to the “Overdue” status:
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- If you have set up automated emails, one will be sent to the customer.
- If you use webhooks or an automation tool (Integration section), additional processes may start, such as alerts to your teams.
The grace period value must be between 0 and 90 days. The default value is 10 days.