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Managing Invoice Statuses and Overdue Invoices in Britixo.
📘 Introduction:
Britixo CRM UK clearly organises invoices using easy-to-understand statuses. These statuses help your team track payments accurately, identify overdue accounts quickly, and manage cash flow effectively. Regularly managing invoice statuses ensures your practice management software remains organised and up-to-date.
📌 Understanding Invoice Statuses in Britixo
Britixo assigns clear statuses to each invoice, making your financial tracking simpler:
Draft: Invoice is created but not yet sent to the client.
Sent: Invoice has been emailed or delivered to the client.
Viewed: The client has opened the invoice link.
Partially Paid: The client has made partial payment; a balance remains.
Paid: The invoice is fully settled by the client.
Overdue: Invoice has passed its due date without full payment.
🔍 How Invoice Statuses Update
Britixo automatically updates invoice statuses based on client interactions and recorded payments:
When you send the invoice, status changes from Draft to Sent .
When the client opens the invoice link, the status updates to Viewed .
Upon receiving partial or full payments, statuses update accordingly:
Partial payments result in Partially Paid .
Full payments update the invoice to Paid .
Once the due date passes without payment, the invoice automatically updates to Overdue .
⚠️ Managing Overdue Invoices
To manage and follow up overdue invoices efficiently:
Go to Sales > Invoices .
Use the filter to display invoices with the status Overdue .
Send reminders by clicking on individual invoices and selecting Send Reminder .
Review each overdue invoice's history and follow up directly with the client if necessary.
📅 Automatic Overdue Reminders
Britixo CRM UK supports automatic reminders:
Set up automatic overdue reminders under Settings > Invoices .
Configure intervals for reminders (e.g., 3, 7, or 14 days after due date).
✅ Pro Tips:
Regularly review the Overdue status to maintain steady cash flow.
Combine automatic reminders with manual follow-ups for best results.
Clearly communicate payment terms in your invoice notes to reduce overdue instances.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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