What happens when an invoice goes overdue?

Every invoice has a due_date set when it was issued (default: issue_date + net_terms, typically 30 days). At 6 AM each day, a Postgres cron job runs:

UPDATE invoices SET status='overdue'
WHERE status='sent' AND due_date < current_date;

Three things happen automatically

1. Status flips from sent to overdue
2. A row lands in notification_events with kind='invoice_overdue' targeting the client's billing-owner email
3. Within 60 seconds, the send-notifications drainer reads that row and sends an email via Resend (subject: "Invoice #N is past due")

What your admin sees

• The invoice now appears in the Overdue tab in your Invoices view
• The outstanding-balance banner at the top of every page reflects it
• Optional weekly digest summarizes all overdue invoices (BACKLOG)

What the client sees

• If they have client-portal access, the invoice appears in their Overdue tab too
• The outstanding-balance banner at the top of THEIR portal reflects it
• They get the email notification we just sent

Marking it paid

Two paths:

• Manual — admin clicks "Mark Paid" on the invoice. Sets amount_paid = total, paid_at = now(), status flips to paid.
• QuickBooks webhook — if QBO is connected, when YOU record payment in QBO, Intuit fires a webhook back to TradelyHQ and we flip the status automatically.

Suppressing the auto-mark

If for some reason you want an invoice to stay sent even after the due date (e.g., you've granted an extension), check the "Don't auto-flag overdue" box on the invoice. The cron skips it.