Review unpaid invoices before the next follow-up.
Use the invoice aging view to find unpaid records that need attention. If your account is eligible and Invoice Reminders is enabled, a separate daily workflow can send preset overdue emails. Review disputed balances and delivery outcomes yourself.
Feature access depends on your account, plan and setup. A separate 14-day Pro trial requires a card and renews at $39/month unless canceled before it ends.
Feature details reviewed by BuildFolio on October 15, 2026. Compare current plans.
What is invoice aging in BuildFolio?
The customer analytics dashboard groups unpaid invoice records into aging buckets using their recorded days outstanding. Check the underlying invoice, due date and balance before choosing a follow-up. This snapshot is distinct from the overdue-email worker, which selects eligible sent or overdue invoices with a past due date and a customer email.
Choose the record or panel for your task.
Understand the snapshot
The aging view summarizes recorded unpaid invoices. An aging bucket is not proof that a balance is valid, collectible or already received.
Use preset stages deliberately
The email-reminder workflow has fixed stages at 3, 7, 14 and 30 days overdue. Eligibility, the current stage, invoice age and prior reminders affect what is sent; it is not a custom per-invoice cadence editor.
Check account eligibility
Paid access or an active trial and the account’s Invoice Reminders setting are required. The documented control turns the workflow on or off for the organization.
Keep delivery and accounting separate
Check reminder records and customer circumstances. Email acceptance does not prove inbox receipt, and accounting synchronization requires its own configured integration and result checks.
A useful review in three steps
1. Inspect the invoice
Review status, due date and customer email before relying on the overdue snapshot.
2. Review account settings
Check eligibility and the organization-level Invoice Reminders switch. Free accounts can follow up manually.
3. Check the outcome
Review reminder activity and unresolved balances. Handle disputes and any separate calls or texts manually; do not assume an automated collection succeeded.
Keep the limits in view
The current documented control is account-wide, not a per-invoice pause or customer-exclusion tool. BuildFolio does not send reminder texts. This page does not promise custom trade sequences, SLA alerts, failed-payment alerts or guaranteed collection speed.
Common questions
Can I pause reminders on one invoice?
Do not rely on a per-invoice pause or customer-exclusion control. The documented setting turns Invoice Reminders on or off for the account. Review disputes and choose the appropriate manual follow-up.
Can I customize the overdue stages?
The current email stages are fixed at 3, 7, 14 and 30 days overdue. The documented setting is an account-level on/off switch, not a cadence editor.
Are paid invoices chased?
The overdue-email selection uses eligible sent or overdue invoices with a past due date and customer email. Check the actual invoice status and reminder records rather than inferring behavior from a chart.
Does BuildFolio send reminder texts?
No. BuildFolio does not send reminder texts. Handle any separate text or phone follow-up yourself.
Does aging prove money was collected?
No. Review the recorded invoice/payment result and relevant processor or accounting evidence. A reminder or chart is not proof of paid or settled funds.
Know which invoice needs a human decision.
Start with the actual invoice and the account’s available controls. Keep collection, email delivery and accounting results distinct, and review each unresolved balance before further follow-up.
A card is required for the trial. It renews at $39/month unless canceled before it ends. Review current plans.