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How to Handle a Past-Due Client

When a client's payment fails, they enter Past Due status. Their access to Sumung may be restricted. This article explains the steps to resolve a past-due…

When a client's payment fails, they enter Past Due status. Their access to Sumung may be restricted. This article explains the steps to resolve a past-due situation.

Subscriptions & billing — Past Due client metric

Subscriptions & billing — Past Due client metric

What You Can Do

  1. In the Subscriptions & billing dashboard, the Past Due metric card shows clients with failed payments.
  2. Click the Past Due card to see a filtered list of affected clients.
  3. For each past-due client, contact them to ask them to update their payment method in their Sumung account.
  4. You can also send a payment reminder email from the client's action menu (⋮).
  5. Once the client updates their payment info and the charge succeeds, their status changes back to Active.
  6. If the client cannot pay, you may need to deactivate their account to free up a seat.

💡 Good to Know: Past-due clients have limited access to the CFO12 app — they may not be able to create new transactions.

💡 Good to Know: Payment retries happen automatically on a schedule — manual re-billing may also be available.

Related Articles

→ How to Track Past-Due Clients

→ Understanding the Billing Dashboard

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