Following up on overdue invoices internally
After this article you know how to keep overdue invoices on your radar internally — through the Payment reminders overview, the dashboard notice, or an automation that creates a task. The earlier per-invoice follow-up task no longer exists.
Not every overdue invoice should email the customer right away. Sometimes you want to chase it internally first — a call, a check. The earlier Remind setting with the automatic follow-up task on the invoice (Internal only / Customer + internal) no longer exists — and the Send reminders day chips are gone from the invoice editor as well. There are three ways instead.
1. The Payment reminders overview
Under Finance documents → Payment reminders, the Reminder due tab lists every overdue invoice with its open amount and next stage. You decide per invoice whether and when a reminder goes out. Want to call first? Then send nothing — or set a reminder block with a reason (for example “called the customer, pays Friday”) so Univents stops suggesting the invoice. More in the article Dunning.
2. The dashboard notice
When at least one invoice is due for a reminder, the dashboard shows “N invoices due for a reminder” with a link to the overview. Overdue invoices there carry a reminder action that jumps straight to the overview.
3. An automation “Invoice overdue → Create task”
If you want a task in your team for every overdue invoice, set up an automation:
- Open the Automations area → new rule.
- Trigger Invoice overdue, optionally with conditions (for example amount from €500).
- Action Create task: set title, assignee and a due date relative to the trigger time.
The Create task action is part of the Growth plan. The task then appears in your task list. More on triggers and actions is in the automation articles.
⚠️ If an automation with the trigger “Invoice overdue” also sends an email to the customer, they get two messages about the same invoice next to dunning. Use either dunning or the automation for emails.