PlanIt EPOS · Settings & Account

Set up automatic invoice chasing and monthly statements

What does this do?

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.

How to use it

  1. From the ☰ menu choose Settings and find Invoicing.
  2. Tick Chase unpaid invoices automatically.
  3. Choose the schedule: 2 days before the due date, On the due date, and Every 3 days once overdue. Set Stop chasing after a number of days overdue (0 means never stop).
  4. Press Preview the next 14 days to see which invoices would be emailed and when.
  5. To send statements, tick Send monthly account statements, set Send on day of month and Default account terms (days after month end), then press Preview the statements.
  6. Press Save invoicing settings.
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Related guides

Chase unpaid invoices automatically

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.

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

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

Raise an invoice

An invoice is raised either from an accepted quote or straight from the Invoices screen when there was no quote. It gets a number, a due date and appears in the Invoices list so you can see what is paid and what is owed.

Invoices & Getting Paid

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

Print or export an account statement

An account statement lists everything the account still owes: each document, its date, gross, paid and balance. Print it to post or hand over, or export it as a spreadsheet file.

Trade Accounts
Questions this guide answers
  • How do I get the till to chase unpaid invoices?
  • When are reminders sent?
  • How do I send monthly statements to trade accounts?
  • Will it chase my old invoices?

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