Billing Terms / Past Due Client Automation

The system when selected billing terms such as Net 30, Net 45, Net 60, etc.

When an invoice passes its due date, the client should automatically receive a “Past Due” tag that is visible on the booking side of the system and mobile app

The booking/customer profile should also clearly show how many days past due the invoice is, without requiring a manual report run

Example:

Past Due — 12 Days

There should also be an optional setting:

Block New Bookings After X Days Past Due

If enabled, the system should automatically prevent the client from booking new jobs once they are past due by the selected number of days.

Example settings:

Block bookings after 7 days past due

Block bookings after 15 days past due

Block bookings after 30 days past due

The booking block should automatically turn off as soon as all outstanding invoices are fully paid.