Invoice tracking and unpaid follow-up

KPI tiles: MRR, unpaid invoices, churn and active subscriptions.

The Finances cluster centralizes your organization's financial health: overview, payment tracking, unpaid invoices, revenue analysis, subscription analytics.

Overview

Admin panel → Finances → Overview.

• Monthly recurring revenue (MRR).
• Total revenue this month vs last month.
• Outstanding unpaid balance.
• Active subscriptions.
• Churn (this month's cancellations).

Payment tracking

Admin panel → Finances → Payment tracking.

Every invoice with filters: period, status, payment method, club.

Invoice statuses:

Draft → Sent → ( Paid | PartiallyPaid | Overdue ) → ( Refunded | Cancelled )

• Draft: the only editable status. Once sent, the invoice is frozen.
• Sent: emailed to the member.
• Overdue: auto-derived = past due date AND not fully paid. Computed daily.
• PartiallyPaid: a deposit was received (paid_amount < total_amount).

Unpaid invoices

Admin panel → Finances → Unpaid invoices.

Dedicated view filtered on Sent + Overdue. Available actions:

• Mark as paid (cash / cheque received offline).
• Record partial payment.
• Send a reminder.
• Cancel the invoice.

Automatic reminders

Each day at 08:00, Kimono auto-sends 3 staged emails:

Stage	When	Tone
Initial	D+3 after due	Polite nudge
Second	D+10	Firmer, hints at consequences
Final	D+20	Last call before suspension

Disable or customize templates under Organization → Email reminder settings.

Use case — goodwill cancel on an overdue invoice

The member is going through a rough patch; you want to waive a specific invoice.

1. Finances → Unpaid invoices → find the invoice.
2. Action Cancel → status Cancelled.
3. The member moves back to Active (if no other unpaid).
4. The cancelled invoice stays in history with its status.

Use case — bank transfer collection

Member sent a €110 transfer for a €120 invoice.

1. Find the invoice, action Record a payment.
2. Amount: €110, method: Bank transfer, reference (transaction ID).
3. Status → PartiallyPaid. Remaining: €10.
4. The member stays Active (PartiallyPaid isn't Overdue until past due date).

Use case — export for accounting

On the invoices list, action CSV export (filtered to your period). Format compatible with most accounting tools (date, number, customer, net, VAT, gross, status, payment method).