Outstanding Payments Report
The Outstanding Payments Report is your list of every invoice that has been sent but not yet paid. Here is how to use it to stay on top of collections.
Accessing the Report
Go to Dashboard → Reports → Outstanding or use the Overdue filter on the Invoices page.
What You Will See
Each row shows:
- Customer name
- Invoice number and date
- Amount due
- Days outstanding
- Due date (if set)
Sorting by Priority
Sort by Days Outstanding descending to see your oldest unpaid invoices first — these need immediate attention.
Sending Reminders Directly From the Report
Tap any invoice row to open it, then tap Send Reminder. JobsPaid sends a polite reminder message to the customer with the invoice link.
You can customize the reminder message or use the default template.
Setting Up Automatic Reminders
To avoid chasing invoices manually, set up automatic payment reminders:
- Go to Settings → Invoices → Payment Reminders
- Enable reminders at intervals (e.g., 7 days after sending, then 14 days)
- Save
JobsPaid will send reminders automatically without you having to remember.
When to Escalate
- 30-60 days overdue — Personal phone call
- 60-90 days overdue — In-person discussion or certified letter
- 90+ days overdue — Small claims court (typically $0–$5,000 limit, no attorney needed) or collection agency