PlanIt EPOS · Invoices & Getting Paid

Customer hasn't paid: what to do

What does this 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.

How to use it

  1. From the ☰ menu choose Invoices and look at the Outstanding and State columns. Late invoices show Overdue, part-paid ones Part paid.
  2. Open the invoice and press Email to send it again, adding a note if you want to say why.
  3. Switch on automatic reminders in Settings → Invoicing so future invoices are chased for you, before and after the due date.
  4. When the money arrives, open the invoice and press Record payment (or Mark paid).
  5. For a trade customer, check Accounts instead: their sales are settled against the account, not chased invoice by invoice.
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Related guides

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Find a customer and see who owes you money

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

CRM & Customers

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

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

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

How customers pay an invoice online

Customers can pay one invoice, the whole balance or any amount by card, or see your bank details for a transfer. What they are offered depends on what you have switched on under Customer payments.

Customer Portal
Questions this guide answers
  • How do I see who owes me money?
  • What do I do about an overdue invoice?
  • How do I chase a customer for payment?

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