When a customer has some invoices past their due date, their overdue balance becomes positive, and you have the ability to request its payment manually.
Premium feature ✨This feature is only available to users with a premium license. Please contact us to get access to Lago Cloud and Lago Self-Hosted Premium.
Dashboard
API
In the customer view, a “request payment” link appears within the overdue balance warning.
Request payment for the overdue balance
By clicking on it, a panel opens so you can:
Review the invoices included in the overdue balance,
Review the email which will be sent in case the payment fails, or if no payment provider is linked
Confirm you want to request the payment.
Preview the overdue balance payment request
You can create a payment request for the overdue balance from the API, targeting the invoices you want to be paid.
Automatic payment attempt: Lago will initiate a payment intent for the specified amount via the connected PSP.
Failed payment: If the payment fails, an email will be sent to the customer with a payment request and a URL to complete the payment (excluding GoCardless).
Successful payment: Upon success, the attached invoices will automatically reflect a “succeeded” payment status.
Payment request email: An email will be sent to the customer requesting payment for the overdue balance.
Manual update: Once the payment is received, you must manually update the payment status of the relevant invoices
