JiffyTrade automatically tracks unpaid invoices and categorises them based on how overdue they are.

This information powers:

• The Paid vs Unpaid donut chart
• The At Risk Invoices list
• Overdue KPI indicators
• File Archive filters

Understanding how this works helps you manage cash flow effectively.

🗓 How Overdue Is Calculated

An invoice becomes overdue when:

• It has a Due Date
• The Due Date has passed
• The invoice status is still Unpaid

Overdue calculation is based on:

Current date – Due date

🟡 Overdue Categories

Unpaid invoices are grouped into time bands:

• 0–14 days overdue
• 15–30 days overdue
• 31+ days overdue

These groupings appear in:

• The donut chart breakdown
• Dashboard summaries
• Risk calculations

Each band helps prioritise follow-up urgency.

🔔 Reminder Status vs Overdue Status

Unpaid invoices have two visual states:

• Unpaid (normal) – clock icon
• Unpaid (reminded) – alert bell icon

Sending a reminder:

• Does NOT change the financial status
• Does NOT reset overdue days
• Does change the visual indicator

Hovering over the status reveals reminder information.

This allows you to see which invoices have already been chased.

🔴 What “At Risk” Means

The At Risk Invoices section highlights invoices that are significantly overdue.

Typically this includes:

• 15+ day overdue invoices
• 30+ day overdue invoices
• Larger unpaid balances
• High-value invoices pending payment

These are surfaced to:

• Help prioritise collections
• Prevent cash flow bottlenecks
• Reduce write-off risk

Invoice links in this section take you directly to the document.

🍩 Donut Chart Interaction

The Paid vs Unpaid donut chart is interactive.

Clicking a segment:

• Opens the File Archive
• Automatically filters by that overdue band
• Shows only relevant invoices

This allows instant investigation without manual filtering.

📊 How Overdue Impacts Other Metrics

Overdue invoices affect:

• Invoice Position (Net Paid – Unpaid)
• Cash flow view
• Risk indicators
• Revenue confidence
• Business stability assessment

Large 31+ day unpaid totals may indicate:

• Payment issues
• Weak collection process
• Client reliability concerns

🔄 Cancelling vs Leaving Overdue

If an invoice should no longer be chased:

• Cancel it instead of leaving it overdue.
• Do not delete it (unless structurally required).

Cancellation preserves audit trail while removing it from unpaid pressure.

🧠 Best Practice for Managing Overdue Invoices

✔ Set clear due dates on all invoices
✔ Send reminders at 7–14 day intervals
✔ Monitor 15+ day category weekly
✔ Prioritise 30+ day invoices immediately
✔ Review “At Risk” section regularly

The longer an invoice remains unpaid, the lower its collection probability becomes.

🎯 Key Principle

Overdue tracking is not just visual.

It directly influences:

• Risk detection
• Cash flow monitoring
• Revenue forecasting
• Collection strategy

The Reports dashboard turns overdue invoices into actionable insight.