The overdue notice system runs on an invoice by invoice basis which means:

  1. When you run the overdue notice reminder system, each unpaid invoice is assessed to see if it is overdue
  2. If it is overdue, a notice about the invoice is sent

This can cause an issue where the customer has paid an invoice, but the payment has not been allocated yet.

The solution is to make sure you have allocated payments to the customer invoices as soon a s possible.

Note: The new version of SoEasy due out in late 2018 manages overdue notices on a case by case basis but also looks at the customers total account balance.

The process also shows you the deliberations of the test process and you can make appropriate decisions before sending the overdue notices.

Payments are also allocated to invoices upon the bank import where as at the moment, they are not.