Invoice reminders help businesses follow up on unpaid invoices.
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.