Invoice due dates

An invoice with no date is easy to put off. Every invoice you send can now say when it's due, and BidCraft tells you when one slips past that date.

A due date isn't a cutoff. An overdue invoice can always still be paid, through the same link, the same way. Overdue is a label that tells you and your client it's late.

Setting your default

Go to Settings → Proposal Settings, tap the Invoices & receipts card (under Getting paid — it applies to every job) and find Invoice due date. Pick On receipt, In 7 days, In 15 days or In 30 days, or type your own number, then tap Save. It's on, at 7 days, until you change it. To send invoices without due dates, untick Put a due date on every invoice I send.

It covers every invoice BidCraft sends for you: the deposit that goes out when your client signs, the milestones you send as the job moves, progress draws and change-order invoices.

When the date gets set

The due date is set the first time an invoice goes out, counting from that day. Resend doesn't move it: nudging a client about a late invoice shouldn't give them another week.

Invoices you sent before this feature arrived don't have a due date and never show as overdue.

Changing one invoice's date

In the project's Payments section, each unpaid invoice shows Due Oct 4 · Change. Tap Change to pick another day, or Remove due date. You can also set it before sending an invoice, with Set now, and the send keeps that date. Changing a date doesn't email anyone.

What you see when one is late

• The invoice row's status reads Overdue (in coral), with was due Oct 4 under it.
• The Payments section's summary says how many are overdue.
• The project shows a reminder: 1 invoice is overdue — follow up with your client.

Hit Resend to nudge them, or copy the pay link and text it. Once it's paid, the overdue label goes away on its own.

An ACH bank payment that's still clearing is never called overdue. Your client has paid; the bank just hasn't finished.

Reminders

For you. The morning after an invoice's due date passes, BidCraft sends you a notification and puts a follow-up on My Day: Invoice overdue — Smith: Deposit. You hear about each due date once; change the date and it starts over. To turn the notification off, go to My Profile → Notifications (click your name at the bottom of the sidebar) and switch off Expired proposals & overdue invoices. The My Day follow-up clears on its own once the invoice is paid.

For your client (optional). Under Invoice due date in the same card, tick Email my client when an invoice is overdue. It's off until you turn it on. When it's on, your client gets a friendly reminder the day after the due date and one more a week later, then it stops. Each one has the pay button, and says if it's already on its way, thank you — please ignore this. It's never sent:

• for a paid invoice, or an ACH payment that's still clearing;
• when there's no client email on the proposal;
• when your invoices go out through HighLevel;
• for an invoice more than a month late.

The emails show up on the client's contact page as Payment reminder.

What your client sees

• The invoice email says Due October 4, 2026.
• The pay page shows the due date under the amount. Once it has passed, it reads Was due October 4 — it can still be paid.
• Their customer portal's payment schedule says Due Oct 4, or Overdue — was due Oct 4.

HighLevel invoices

If your invoices go through HighLevel, the invoice BidCraft creates there now gets the same due date as your setting, instead of HighLevel's own default.

Next steps

• Deposits and milestone invoices
• Sending invoices without Stripe
• Proposal expiration dates — the same idea for proposals, except an expired proposal can't be signed