Automatic Invoice Overdue Detection

Kinexa Atlas Finance includes an automatic overdue detection system that monitors your outstanding invoices and alerts you when payments are past due.

How It Works

Every day, the system scans all invoices with the following statuses:

Sent — invoice has been sent to the customer but no payment received
Partial — customer has made a partial payment but the balance remains

If the invoice's due date has passed and the status is still one of the above, it is flagged as Overdue.

What Happens When an Invoice Becomes Overdue

Status update — The invoice status changes to "Overdue" in your invoice list
Notification sent — The invoice owner and the finance team receive a notification
Dashboard widget — The overdue amount appears in the "Attention Required" section of your Atlas Finance dashboard
Aging report — The invoice is categorized in the aging report (1-30 days, 31-60 days, 61-90 days, 90+ days)

Notification Details

The overdue notification includes:

Invoice number and customer name
Original due date and number of days overdue
Outstanding amount
Direct link to the invoice detail page

Configuring Overdue Alerts

You can configure overdue behavior in Atlas Finance > Settings > Invoices:

Grace period — Number of days after due date before marking as overdue (default: 0)
Reminder emails — Optionally send automatic reminder emails to customers
Escalation — Notify a second person if the invoice is overdue beyond a threshold

For Administrators: Cron Endpoint

The overdue detection runs automatically via a scheduled job. If you are self-hosting or need to trigger it manually, the endpoint is:

POST /api/cron/invoice-overdue-check
Authorization: Bearer <CRON_SECRET>

This endpoint is secured with your CRON_SECRET environment variable and should be called once daily.

Best Practices

Review the Aging Report weekly to catch trends early
Set up reminder emails for invoices approaching their due date
Use payment terms consistently to set clear expectations with customers