How to use invoice due dates and reminders

Before you begin

Agree on payment terms with the client and enter the corresponding due date. A reminder on your phone is not an automatic email or message to the customer.

Step by step

1. Open the invoice and set its due date.
2. Review Invoice Dash's reminder settings and allow notifications if you want them.
3. Check the document list for due and overdue status.
4. Update payment records when money arrives so the displayed balance remains accurate.

Check the result

Test your notification setup with an appropriate document before relying on it for every client. iPhone notification settings and Focus modes can affect how alerts appear.

Limits and troubleshooting

An overdue label means the record meets the app's date and balance conditions; it does not explain why the client has not paid. Review the underlying invoice and payment history before sending a follow-up through your normal business channel.