Invoice Reminder
Invoice reminders help ensure that customers are informed about upcoming due dates and outstanding payments, reducing delays in payment collection.
When reminders are scheduled
Reminders are scheduled when invoice status is one of:
- Sent
- Partially Paid
- Overdue
Reminders are stopped/cancelled when invoice status is one of:
- Draft
- Paid
- Cancelled
Reminder timing
For each eligible invoice with a due date, reminders are scheduled at business local time.
| Reminder type | Offset |
|---|---|
| Before due | 1 day before due date |
| On due date | Due date |
| After overdue | 1 day after due date |
The current implementation schedules reminders at 10:00 AM in the business time zone.
Reminder channels
Reminder records can be created for:
- Email, if customer email is available
Important implementation note: the current send route processes email reminders. WhatsApp reminder records may be prepared for future Chazt/WhatsApp integration.
Reminder statuses
| Status | Meaning |
|---|---|
| Pending | Reminder is scheduled and waiting. |
| Processing | Reminder is being processed. |
| Sent | Reminder was sent successfully. |
| Failed | Reminder send failed. |
| Cancelled | Reminder was cancelled due to invoice update/status change. |
Reminder email content
The email includes:
- Customer name
- Invoice number
- Reminder type
- Due date
- Amount
- Currency
Best practices
- Always set due date before marking invoice as sent.
- Save customer email to enable email reminders.
- Keep business time zone correct.
- Review failed reminders from invoice overview.