Keep your A/R tidy by automatically nudging customers when an invoice is past due. This feature sends email and/or text message reminders on a fixed schedule after the invoice due date (based on the Payment Terms field).

What it does

  • Checks invoices once per day on a schedule and identifies invoices that are past their Due Date (as set by Payment Terms).

  • Sends reminders independent of late fees. It behaves similarly to automatic late-fee emails, but does not require that a late fee be added.

  • Supports Email and Text Message (SMS) delivery.

  • Skips archived invoices and only sends for Active invoices that are in Sent status

Reminder schedule

When enabled, reminders are sent at:

  • 1 day past due

  • 7 days past due

  • 14 days past due

  • 21 days past due

  • 28 days past due

  • Every 30 days thereafter until the invoice is paid or the feature is turned off

Note: The due date is calculated from Payment Terms on the invoice. If Payment Terms change after the invoice is sent, the system uses the current Due Date on the invoice at the time of evaluation.

How to enable

  1. Go to Global Settings → Invoice Settings.

  2. Find the new template box named Automated Past Due Payment Reminders.

  3. Toggle On/Off to enable or disable the feature.

  4. (Optional) Customize the Email Subject, Email Body, and Text Message templates.

  5. Save your changes.

Sending rules & exclusions

  • ✅ Sends for Active invoices with Sent status.

  • ❌ Does not send for Archived invoices.

  • ❌ Does not send before the due date.

  • ⛔ If an invoice is paid, future reminders for that invoice stop automatically.

  • ✉️ If the customer doesn’t have an email, only the SMS (if enabled and a valid mobile number is on file) will be sent.

  • ? SMS sending requires a valid mobile number and that your account has texting enabled.

FAQs

Does this require late fees?
No. Reminders are sent whether or not late fees are applied.

What if I disable the feature after some reminders have gone out?
No additional reminders will be sent while it’s off. Turning it back on resumes the schedule from the current past-due age.

When during the day are messages sent?
The system evaluates past-due invoices once daily. Exact timing may vary by environment; messages will send on the day a threshold is reached.

Can I override the schedule?
This feature uses the fixed schedule listed above. Adjustments require changing the global feature or using manual communication.

Will customers get both email and text?
Yes, if both are enabled and the contact information exists. Otherwise, the system uses whatever channel is available.

Troubleshooting

  • A customer didn’t receive a reminder

    • Confirm the invoice is Active and in Sent status.

    • Check that the invoice is past its Due Date.

    • Make sure Email/SMS is enabled and the customer has valid contact info.

    • Verify the feature toggle is On in Global Settings.

  • Links aren’t showing

    • Ensure you didn’t remove the {invoice link} / {customer portal login link} placeholders.

    • Save the template after editing.