How to Manage Overdue Invoices

By default, all your recurring invoices are paid automatically. Sometimes, due to technical issues, your invoice can become overdue.

When one or several of your invoices become overdue, you will receive an error message and a notification in your to-do list on the Home page.

You will also see that the action is required in the column to the right of the  EXPIRES column of your Recurring invoices list. Click on it to update your payment details.

Clicking the Update payment details button will open the invoice summary, where you will be able to change your payment details. Once everything is done, click Save and then Back to firm portal.

After this, all the following invoices will be paid automatically.