Skip to main content
Must know
  • With no grace period, an unpaid invoice turns Overdue the day after its due date. With N days of grace, it reads Past due first and turns Overdue on the Nth day after the due date.
  • Processing means a payment is still being confirmed. Pay, edit and cancel actions stay hidden until it clears.
  • Retrying and Failed appear only on invoices raised by recurring charges, and only in the invoice list. The invoice page still reads Unpaid, Past due or Overdue.
  • Charged back means the family’s bank took the payment back after a dispute. It overrides every other badge, and no refund is offered.
Where to find it. Financials > Invoices, and each invoice page. Edit invoice also shows on Draft and unpaid invoices you created by hand. Take payment is hidden on payment plan invoices. Past due and Overdue. Set the grace period at Settings > Financials > Payment Schedule, in the Grace period card (Grace (days), 0 to 365). With 5 days of grace and a due date of the 1st, an invoice reads Past due from the 2nd to the 5th and Overdue from the 6th. Days follow your club’s calendar. One day of grace acts like none. Only an invoice with nothing paid ages this way: a Partially paid invoice keeps its badge after the due date. Which badge wins. Charged back beats all. Processing beats Retrying and Failed, and those replace Unpaid, Past due and Overdue. Once any refund exists, the badge shows Refunded or Partially refunded instead of Paid or Partially paid. A recurring invoice keeps its Unpaid, Past due or Overdue badge until an attempt fails or the charge ends. On imported invoices, the badge shows Refunded or Partially refunded when money was refunded. Markers beside the badge.
  • Imported from previous system: read-only history.
  • Email failed: hover to see why (such as no email on file). If you switched off the automatic invoice email, or the address is blocked after a bounce or spam complaint, nothing is sent and no marker shows. So Unpaid does not guarantee delivery.
  • Payment plan · 2 of 4 paid, plus · Installment overdue when one is late, and Plan installment 2 of 4 on an installment invoice (How do I manage an invoice that’s on a payment plan?).
On phones, cards show the badge, the first two markers and $X due, but no plan lines. Status filter. In Filter invoices, Status offers All statuses, Draft, Unpaid, Paid, Overdue, Cancelled, Partially paid, Partially refunded, Refunded, Charged back, Retrying and Failed. There is no Past due or Processing option: Unpaid returns Unpaid and Past due invoices, and Processing invoices sit under Unpaid or Overdue. See How do I search and filter my invoices?. Reasons and cancelling. A Cancelled invoice can show its reason (Why was an invoice I sent cancelled automatically?). A checkout invoice the family chose to pay in cash or by e-transfer reads Unpaid, with a note like “Family chose to pay by Cash at checkout.” Only unpaid invoices can be cancelled: a paid one says “Paid invoices can’t be cancelled - issue a refund instead.” Settle a Partially paid invoice with Take payment in the row menu or invoice page (How do I take a payment on an invoice?). Related: What happens when a recurring charge fails? · What happens if a refund fails or the bank reverses it? · What happens when a family disputes a payment or their bank returns it? · When do families get reminders about an unpaid invoice?