Overdue Payments
Learn what makes a payment overdue and how to effectively manage payment collection.
What is Overdue?
A payment is considered "overdue" when the session date has passed and the payment hasn't been received. This is a calculated label, not a status - it helps you identify sessions that need attention.
Overdue Indicator
In the payments table, overdue sessions are marked with an orange exclamation icon (!) next to the payment status badge. Hovering over this icon shows "Overdue" as a tooltip.
Finding Overdue Payments
There are several ways to quickly find and focus on overdue payments:
Method 1: Overdue Summary Card
The left panel of the Payments page shows an "Overdue Payments" summary card displaying:
Total overdue amount
Number of overdue sessions
Top overdue clients (clickable avatars)
Method 2: Overdue Filter
Use the quick date filter to show only overdue sessions:
Click the filter icon to expand the filter panel.
In the Date section, click the "Overdue" chip.
The table now shows only overdue sessions.
Method 3: Sort by Date
Sort the table by date in ascending order to see the oldest (most overdue) sessions first. Click the Date column header to sort.
Managing Overdue Payments
Once you've identified overdue payments, here are common actions to take:
Send a Reminder
The quickest way to settle an overdue payment is to send the client a friendly reminder over WhatsApp or Email. On the Payments page, find the record in the payments table; you can send the reminder in two ways:
Create Payment Link
If no payment link exists, create one to make it easy for the client to pay:
Open Manage Payment
Open the "Manage Payment" window for the overdue record.
Create the link
In the detail window, open the Payment Link section and click "Create Link". The link is generated automatically for the current session fee.
Send it to the client
From the same window, share the link via WhatsApp or Email; the client reaches a secure payment page with a single tap.
Bulk Actions
For multiple overdue sessions from the same client:
Select the sessions
In the payments table, tick the checkboxes of the overdue sessions that belong to the same client.
Create and send one link
Click the "Create and Send Link" button that appears after selection; all selected sessions are merged into one payment link the client can settle in a single payment.
Mark as Paid
If the client has already paid via cash or bank transfer:
Open the payment details
When the client has paid by cash or bank transfer, open the "Manage Payment" window for that record.
Mark it as paid
In the window, click "Mark as Paid" to record the payment manually, outside of the payment link flow.
The overdue label clears
The session switches to paid status and automatically drops out of the overdue list in the payments table.
Best Practices
Check overdue payments regularly
Make it a habit to review the Overdue Summary Card at least weekly.
Act on oldest debts first
Sort by date ascending to prioritize the longest overdue payments.
Use bulk links for multiple sessions
When a client has multiple unpaid sessions, send one link for all.
Follow up on sent links
If a link was sent but not paid, use the Remind feature to follow up.