Clicking "Open in Email Client" or "Mark as Sent" logs this email for all staff to see.
Accounts Dashboard
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Day before dueAutomated courtesy reminder sent by dashboard
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1 day overdue → Stage 1Call customer — if no answer → send Email 1 (gentle reminder)
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7 days overdue → Stage 2Call customer — if no answer → send Email 2 (mentions Terms of Trade & default interest, Cl. 17.1)
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14 days overdue → Stage 3Call customer — if no answer → send Email 3 (final notice, warns of 5% admin fee & debt collection)
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30 days overdue → Stage 4Call customer — if no answer → add 5% admin fee in Xero (Cl. 17.2) & send updated invoice email
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45 days overdue → EscalateFlag for admin approval · Refer to debt collection agency · Blacklist customer
Terms of Trade: insideoutsecurity.com.au/termsoftrade
· Payment due 7 days from invoice date (Clause 6.5b)
· Default interest: 2.5%/month from Day 1 overdue (Clause 17.1)
· Admin fees & recovery costs recoverable (Clause 17.2)
Overdue Invoice Trend
Total OverdueNew Each Day
Trend data builds up over time — check back tomorrow.