Send payment reminders

Step by step

1. 1Open Payment reminders from Invoices. Check the overdue invoice and its current outstanding amount. Record any payment already received against the invoice first, so the reminder uses the correct balance.
2. 2Open the manual reminder. Check the amount and recipient email address; you can change this address for the message. Sending uses this administration’s own mail server and requires Invoice email to be configured.
3. 3Open reminder settings if you want automatic sending. Explicitly enable it and enter your chosen whole days after the due date, separated by commas without duplicate days. Nothing is sent automatically without this choice.
4. 4For automatic reminders, check the contact’s current email address. This address is used at sending time, not the previously chosen invoice email address. Nothing is sent automatically without a usable contact email address.
5. 5Review the sending status. Immediately before sending, the current outstanding amount is checked again. Paid invoices receive no reminder. After an interruption, at most one current reminder is prepared, not every missed reminder at once.
6. 6If the sending outcome is uncertain, first check with your mail provider whether the reminder was sent. An uncertain send is never retried automatically. Do not resend merely because inbox delivery has not been confirmed.
7. 7An automatic reminder that was certainly not sent because of a temporary failure gets at most three retries: after 15 minutes, 1 hour and 24 hours from the previous failed attempt. Each attempt checks again whether the reminder is still needed and permitted. Permanent failures and exhausted retries need attention; correct the cause and send manually if needed.

What is on the screen?

• Due date and current outstanding amount
• Recipient and recent sending status
• Automatic sending on or off
• Your chosen days after the due date

What happens next?

A reminder requests only the current outstanding amount and does not post new revenue, interest or fees. New receipts and credits remain authoritative for the outstanding balance.

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