How to Use the Due Dates Board
Included in every plan: the due dates board is available to all FatturaSmart users at no extra cost.
The Due dates board shows you everything that is about to fall due in one place: invoices to collect or pay, tax deadlines, and personal reminders. You always know how much is coming in, how much you need to pay, and what is already overdue — without a separate spreadsheet.
Opening the due dates board
Click Due dates in the side menu. The page “Everything due: documents, taxes and manual entries” shows by default a period from 90 days back to 365 days ahead; you can change the period dates at any time.
If there is nothing in the chosen period, you’ll see the message “No due dates in the selected period”.
Where deadlines come from
| Source | What it includes |
|---|---|
| Documents | The payment due dates of invoices and business documents. Installment payments appear as separate deadlines (e.g. Installment 1/3), and partially paid deadlines show the Residual amount still owed |
| Fiscal | Automatically generated tax deadlines: forfettario advances, virtual stamp duty, VAT settlements. See the guide Automatic Tax Deadlines |
| Manual | The entries you create with Add due date |
Two special cases among documents:
- credit notes appear with their sign flipped compared to invoices;
- proforma documents are marked with the proforma badge: they are expected amounts, not yet invoiced.
The summary bar
At the top you’ll find the summary for the selected period:
| Item | Meaning |
|---|---|
| Incoming | The total of deadlines in your favor |
| Outgoing | The total of deadlines to pay |
| Net | The difference between incoming and outgoing |
| Overdue | The total of deadlines already past their date |
| Expected (proforma) | Proforma amounts, counted separately |
List view and Calendar view
You can switch between two views with the List and Calendar buttons.
List view
Deadlines are grouped by urgency:
- Overdue
- This week
- This month
- Later
Calendar view
Deadlines are laid out over the days of the month. Clicking a day shows its deadlines in detail; if the day is empty, you’ll see “Nothing due on this day”.
Filtering the deadlines
Above the list you’ll find the filters:
- Direction: All, Incoming, or Outgoing
- Source: All sources, Documents, Fiscal, or Manual
- Show dismissed: enable this checkbox to also see the deadlines you dismissed
Deadline statuses
Each deadline shows its status:
| Status | Meaning |
|---|---|
| Open | The deadline has not been paid yet |
| Partial | Only part of the amount has been paid (the Residual is shown) |
| Paid | The deadline has been settled |
| Overdue | The date has passed without full payment |
| Dismissed | You chose to dismiss it; it’s only visible with Show dismissed |
Fiscal deadlines whose amount is computed by FatturaSmart also show the estimate badge: to understand how it works, read Automatic Tax Deadlines.
Adding a manual entry
For everything that doesn’t come from invoices or taxes — rent, subscriptions, installments — you can create manual entries.
Step 1: Click “Add due date”
Use the Add due date button at the top of the page.
Step 2: Fill in the fields
| Field | Required | Description |
|---|---|---|
| Description | Yes | The name of the deadline (maximum 255 characters) |
| Direction | Yes | Incoming or Outgoing; the default is Outgoing |
| Due date | Yes | The date by which it should be paid or collected |
| Amount (€) | No | The amount of the deadline |
| Notes | No | Free notes (maximum 2000 characters) |
| PDF attachment | No | A PDF document to attach with Attach PDF (PDF format only) |
Step 3: Save
Save the entry: the message “Due date saved” appears and you’ll find it in the list among the Manual deadlines.
Actions on deadlines
The available actions depend on the deadline’s source:
| Action | Available on | What it does |
|---|---|---|
| Register payment | Documents | Opens the document’s payment registration (see Managing Payment Collections) |
| Send reminder | Issued incoming documents | Sends a payment reminder e-mail to the client |
| Mark as paid | Fiscal and manual | Marks the deadline as paid, asking for the Payment date |
| Dismiss | Fiscal and manual | Hides the deadline from the list |
| Edit | Manual | Reopens the manual entry form |
| Delete | Manual | Deletes the manual entry |
Sending a reminder to the client
On the deadlines of documents you issued (money the client owes you) you’ll find Send reminder. FatturaSmart asks for confirmation with “Send the payment reminder?”, indicating the client and document; after sending, the message “Reminder e-mail sent to the client” appears.
Dismissing a deadline
Clicking Dismiss, FatturaSmart asks for confirmation with “Dismiss this due date?”. The deadline will disappear from the list: you can find it again by enabling Show dismissed.
Permanent deletion: if you delete a manual entry, “The manual entry will be permanently deleted”. The operation cannot be undone.
Exporting to Excel
The Export button downloads an Excel (XLSX) file with the deadlines of the selected period: useful for sharing the deadline picture with your accountant or for your own analysis.
Next Steps
- Automatic Tax Deadlines – advances, virtual stamp duty, and VAT settlements generated by FatturaSmart
- Set Payment Terms on Invoices – the due date on the invoice feeds the due dates board
- Managing Payment Collections – registering the payments that update deadline statuses
Need help?
Contact us on WhatsApp by clicking the icon in the bottom right, or write to info@fatturasmart.com.
Frequently Asked Questions
Which deadlines does the FatturaSmart due dates board show?
The board merges three sources: the payment due dates of documents (invoices and business documents, including installments), automatically generated tax deadlines, and the manual entries you add yourself. By default it shows a period from 90 days back to 365 days ahead.
How do I remind a client who hasn't paid?
From the deadline of an issued incoming document, click Send reminder: FatturaSmart sends a payment reminder e-mail to the client for that document, after a confirmation prompt.
Do invoices paid in installments appear on the board?
Yes: each installment appears as a separate deadline, with its installment number (for example Installment 1/3) and expected date. Partially paid deadlines show the residual amount.
Can I add custom deadlines?
Yes, the Add due date button creates a manual entry with a description, direction (incoming or outgoing), due date and, optionally, an amount, notes, and a PDF attachment. Manual entries can be edited, marked as paid, dismissed, or deleted.
Can I export the due dates board?
Yes, the Export button downloads an Excel (XLSX) file with the deadlines of the selected period.
