• 8/26/26

Updating Past Due Payment Dates

When an overdue client payment is finally received, Cash Manager lets you add the payment and update the transaction date to match when the cash actually reached your account. In this video, we show how to record a previously overdue receivable, why scheduled transactions initially use their expected date, and how to adjust that date when needed. You’ll also see two ways to make the update, allowing you to choose the workflow that fits how often you maintain your Cash Manager account.

Previous

What Happens After a Client Payment is 30 Days Past Due

Next

Reconcile Bank Account from Transactions Alternative Workflow