The 'Past Due' metric helps you monitor clients whose payments have failed. Acting quickly on past-due clients prevents service interruptions and revenue loss for your firm.
Past Due metric card on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Past Due' metric card.
- The list filters to show all clients with a failed or overdue payment.
- Click a past-due client to open their detail panel.
- Review the payment failure reason if shown.
- Contact the client to request they update their payment method in their account.
- Alternatively, use the action menu (⋮) to send a payment reminder email.
💡 Good to Know: Past-due clients may have restricted access to their Sumung account until payment is resolved.
💡 Good to Know: Regularly reviewing the Past Due count (e.g., weekly) prevents extended billing lapses.
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