PlanIt EPOS · Invoices & Getting Paid

Chase unpaid invoices automatically

What does this do?

Once switched on, the till emails the customer a reminder shortly before an invoice is due and keeps reminding them every few days once it is overdue, until it is paid. You set it up once.

How to use it

  1. From the ☰ menu choose Settings and find Invoicing (owner only).
  2. Tick the reminders you want: 2 days before the due date, and Every 3 days once overdue.
  3. Set Stop chasing after as a number of days overdue, or leave it at 0 to keep going until the invoice is paid, cancelled or credited.
  4. Press Preview the next 14 days to see exactly which invoices would be emailed and when.
  5. Press Save invoicing settings.
  6. To pause chasing on one invoice, open it and press Stop reminders.
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Related guides

Set up automatic invoice chasing and monthly statements

Invoicing settings turn on automatic reminder emails for unpaid invoices and a monthly statement to each trade account. You choose the days, preview exactly what will go out, and the till stops the moment an invoice is paid, cancelled or credited.

Settings & Account

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid

Send monthly statements to trade accounts automatically

Each trade account can get one email a month listing everything it still owes and what is overdue. It is separate from invoice reminders: you can have either, both or neither.

Invoices & Getting Paid

Check which emails a customer has received

Emails sent lists every email the shop has sent this customer from the till, with when it went, the address, the document and whether it succeeded or failed.

CRM & Customers

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid

Edit an invoice (and when you can't)

An invoice can be edited until money has been taken against it or stock has moved. After that a change is made properly with a refund or credit note, or by voiding it and raising it again.

Invoices & Getting Paid
Questions this guide answers
  • How do I set up automatic payment reminders?
  • Will it chase my old invoices?
  • Who do replies to the reminder go to?

Last updated 2026-09-03 · Direct link for this feature