Chasing Unpaid Invoices

The Money You Lose by Not Following Up

The average locksmith shop loses $2,000 to $3,000 per year on forgotten invoices. Not because customers refuse to pay. It is because nobody followed up. KeyBolt does not silently nag your customers on a schedule. Instead it makes sure you know exactly who owes you, and gives you one-tap ways to chase them.

The Daily Overdue Check

Once a day, KeyBolt looks at every invoice whose due date has passed and marks it Overdue. Overdue invoices show in red on your invoice list and roll up into your Aging report.

The same check can email you (the shop owner) a once-a-day digest of everything that is past due, with a link straight to your overdue list. This is off until you switch it on:

1. Go to Settings > Notifications. (Only the shop owner can open this tab.)
2. Turn on the overdue invoice alert.

This digest goes to you, not to the customer. Nothing is sent to the customer automatically.

Nudging a Customer: Send Reminder

The fastest way to chase several invoices at once:

1. Go to Reports and open the Aging tab.
2. Tick the checkbox next to each invoice you want to chase.
3. Tap Send Reminder in the bar that appears.

Each customer gets their invoice email again, with the same Pay Now link. You can also resend a single invoice from its detail panel on the Invoices page.

Charging for Late Payment

If you want a consequence rather than a reminder, turn on late fees. KeyBolt then adds a fee to the unpaid invoice on a schedule you set and re-sends the bill with the new balance. That is the one thing KeyBolt will send your customer on its own, and only after you switch it on. See Charge Late Fees on Unpaid Invoices.

Recurring Work

If the problem is not chasing but remembering to bill at all, a service agreement creates the invoice for you on an interval.