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3.1. Payment reminders

The Payment Reminders page allows you to create schedules to automatically email contacts with overdue invoices.

Access: Main Menu → Accounts → Payment Reminders

On this page, you can view all existing payment reminder schedules in your system.

To create a new schedule:

1. Click the plus icon ( + ) and select Add Payment Reminder Schedule.

2. Complete the following fields:

   • Reminder Name

   • Account Status – Select the status an invoice must have to trigger the email.

   • Days After Invoice Date – Choose 30, 60, or 90 days.

   • Template – Select the email template to use.

   • Email Subject – Enter the subject line for the email.

   • Email From – Choose an SMTP account configured in your system.

 

Note: Emails are sent with the original invoice attached.

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