Help › Invoicing
Chase every overdue invoice in one pass
When invoices are past due, Invoicing › Invoices shows a Chase N overdue button. It opens every overdue invoice at once, with a reminder already written for each.
- Click Chase N overdue. TALISK_HQ drafts a message per invoice, worded for how late that one is: a light nudge early on, firmer as it ages.
- Read them. Change the wording, the subject, or the address on any of them.
- Skip any you do not want to send. A customer you have already spoken to does not need a letter.
- Click Send. Each one is emailed and marked as reminded, so you can see later who has been chased and when.
Nothing is sent until that last click. If a send fails partway through, the ones that already went are marked Sent and are not sent again when you retry.
The same thing is on your phone, on the Money screen, as a nudge that appears when invoices go past due.
Chasing one invoice on its own
Open the invoice and use Send reminder. That is the better route when you want to say something specific to one customer.
Good to know: Talisk never sends a reminder on its own. It writes the drafts and waits:
nothing leaves until you click send, and you can read and edit every message
first. The button only appears when something is actually overdue. An invoice
counts as overdue when its due date has passed and it still has a balance,
so a paid or written-off invoice is never chased.