Billing
Follow up on money customers owe you
See every unpaid bill by how overdue it is, draft a reminder, and record the payment when it comes.
Before you start
Who this is for
Owners and staff who chase payments.
Before you start
- Bills saved in Billing or Smart Books with a due date.
Steps
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Step 1: Open Money to Collect
Choose Money to Collect. Every bill with money still owed is listed, aged from its own due date.
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Step 2: Focus on what matters
Select a bar in the ageing chart, or filter by Overdue, Due today or Due soon. Search by party or bill number.
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Step 3: Draft a reminder
Under Collection actions, choose Draft a reminder and Copy the message to send it yourself on WhatsApp, SMS or email.
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Step 4: Record the payment when it arrives
Select the customer’s bills and choose Mark as received — Money received opens with them filled in.
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Step 5: Check what you owe too
If you record purchases, Money to Pay shows supplier bills the same way.
What happens next
You know exactly who to chase today, your reminders take seconds, and paid bills drop off the list as soon as the receipt is saved.
Questions
Does Billing send the reminder for me?
No. It drafts the message for you to copy and send from your own phone or email.
Can I share this list?
Yes. Export this view, or copy a link that opens the list with the same filters.
Ready? Try it now.
Open Billing in a new tab and follow along.