Invoices

A pending or planned invoice means that an invoice is scheduled. This means it can still be deleted or adjusted. Once the invoice date is reached, the status will change to either "succeeded" or "overdue," depending on whether the payment was successfully processed.

If we are not able to charge on the pay date, an invoice will become overdue immediately. We do not auto-recharge multiple times.

So, overdue invoices mean that we tried charging once without success. And nothing will happen automatically. Manual action is needed from your site (recharge, sending payment link, Attempt charging yourself).

In these cases, the client should have received an email from the system instead of telling the client to pay manually.
From here, as a coach, there are these options:
1. Click on the line with the invoice. Afterward, you can either send a recent invoice mail or copy a unique payment link (to send the link manually to her in a chat).
2. If the client hasn't added a payment method yet, use the 'send add credit card email' button to send another email asking to enter the payment details for future invoices. The reason why I mention this afterwards is the fact that because the invoice is already over-due, this specific invoice will not be paid automatically if customer entered the payment detail in general

Invoices in the Processing state are often seen with newly handled invoices using payment methods like SEPA. Here, it can take up to 10 business days before the transaction is actually succeded.

So processing is 'nearly' the same as succeded since we have confirmed that the transaction is on the way 😊

Succeeded invoices means that system attempt charging and the transaction is confirmed - Money is either on the account already or 1-3 working days away from being deposited.

A disputed invoice means that the bank has disputed the transaction. There can be a lot of reasons for this. Either the customer or bank must be able to bring in further information.

Once the bank has accepted the client's dispute and initiated the process of reversing the funds, it becomes very difficult to get the bank to change its mind.
This will require concrete documentation and a willingness to go all the way. And this has to be done within 30 days after the dispute 😊
If you have a case you want to take action on, please send all the informations and documentations you have into our support on the chat here on the platform.