Automatic payment reminders

Invoice reminder schedule and deadlines

Invoice reminders follow this schedule while an eligible outstanding amount remains:

• Before the due date — 3 days in advance.
• After the due date — 1, 7, 14, and 30 days later.
• Additional payment period in the email — 7 days for the first two stages, 5 days for the next two, and 3 days for the final stage.
• The original Invoice due date does not change.

Enable and edit invoice reminders

Enable automatic reminders in My company and separately in the relevant customer record. For each stage, you can change the email text, late interest, and fee.

Why an invoice reminder may be skipped

An invoice reminder is not sent in any of the following cases:

• Global settings — automatic invoice reminders are disabled globally.
• Customer settings — invoice reminders are disabled for the customer.
• Outstanding amount — no eligible outstanding amount remains on the Invoice.
• Due date — the Invoice has no due date.
• Email address — the customer has no email address.
• Sending method — the selected method is not configured or is unavailable.
• Reminder stage — that stage has already been sent.

Customer CN reminder schedules

• Open requests use Reminder days: the first email is sent after that interval from the request date and repeats at the same interval while the request remains open.
• Created Customer CN reminders run 3 days before and 7, 14, and 21 days after the due date. They use the customer recipient and EN/DE language and stop when the record is fully settled; Reminder enabled controls this flow.

Reminder texts and charges

In My company, you can enable automatic reminders and configure five stages: “Friendly”, “Reminder”, “Overdue 1”, “Overdue 2”, and “Final notice”. For each stage, you can change the email text, late interest, and reminder fee.