Dues
Dues is a private record of money other people owe you. It is the section that stores someone else's name and email, and it is the first section that is Pro-only to write to. Reading stays available if a plan ends, so you can still see who owes you.
Nothing here appears in cheat search, and there is no revision history to open. Every date boundary is UTC.
The three records
| Record | What it is |
|---|---|
| Payer | A client or a tenant. Freezing them stops every service of theirs raising anything new, without rewriting those services. Archiving only hides a finished payer from the pickers |
| Service | One recurring thing you bill that payer for. It has an amount, a tax rate, a currency, a cycle, and a schedule |
| Due | One amount on one date. It carries its own price. The service's amount is only the seed for the first due |
Cycles are monthly, quarterly, yearly, or none. A cycle of none is a one-off. You raise it by hand, and it does not schedule a successor.
How a service bills
The two schedules are different machines. Pick the one that matches the contract.
Fixed. The next amount is raised on its calendar date whether or not the last one was paid. A skipped month stays visible as arrears, and the balance tells the truth. A daily job raises these. The anchor day is the day of the month you chose. A service anchored on the 31st bills on 28 February, then returns to the 31st in March.
On payment. The next amount is raised only when you mark the current one paid. It is dated one cycle on from the previous due date, not from today. An annual renewal keeps its anniversary when payment lands three weeks late. Unpaying that due removes the successor it created, and only that one.
Note. Editing a raised, unpaid due is how you change what the client pays next. The following due copies the description, amount, tax rate, and currency from the latest live due for that service. Changing the number on the service does not rewrite a due that already exists.
Tax and the gross are worked out when you read the due. They are not stored as their own figures, so they cannot drift from the net and the rate beside them.
Overdue is an unpaid due whose date has passed. It is worked out when you look, not stored as a flag.
Credit
Paying more than the gross leaves credit on the payer. That credit is worked out from the dues. It is not a balance stored on the payer. It settles the next dues in full, oldest first. Those are marked paid from credit. Paying short leaves arrears, which stay outstanding.
Freezing
Freezing a payer, or one service, stops new amounts. It does not erase what is already owed. Freezing a payer covers all of their services without writing a freeze onto each one, so unfreezing the payer puts each service back to its own state.
Unfreezing jumps the next date past the periods that were missed. It does not back-fill them. A freeze means the service was switched off.
Nothing freezes itself. There is no grace period and no automatic freeze. The page shows who is overdue, and the button is yours to press. An automatic freeze would eventually cut off someone who had paid, and whose transfer you had not logged yet.
Archiving is separate. It hides a finished payer from the pickers. It does not stop a service and it does not forgive a due.
Deleting
Deleting a payer removes their services and their dues with them.
Deleting a service stops it recurring. The dues already raised stay. Each one already has its own payer and its own price, so it is still a valid record of money owed. The service link on those dues is cleared.
Mail, payment methods, and the letter
A reminder goes out only when you press the button. Nothing in Dues emails anyone on a schedule. The send is the point of that action, so a failure is reported rather than shown as a success.
Your saved payment methods, and the optional wording of the reminder letter, live on the account. They are edited on this page. They are not a separate list, and they are not available to an assistant.
The letter has a title, a header, an intro, and a footer, the same shape as the Hours timesheet template.
From an assistant
An assistant can set up a payer and a service, read what is owed, record an amount, and mark one paid. Adding a service with a start date in the past raises every charge owed since then, which is how you record something you have been billing for a while.
Freezing, sending a reminder, and editing a due stay on this page. A reminder reaches a real client. Editing a due sets the price of every future one. Both should happen while you can see who you are doing it to.
Writing needs Pro. A Free key can still read.
Plans
| Free | Pro | |
|---|---|---|
| Read payers, services, and dues | Yes | Yes |
| Add or edit them, mark paid, send a reminder | No | Yes |
See Plans.
Related
- Pennies for your own orders.
- Hours for time billed by the hour.
- Connect an assistant for what a key is allowed to do here.