Send and schedule invoice reminders

Follow these steps

1. 1

   Open Invoice reminders

   Find the invoice in Finance → Invoices and choose Invoice reminders. The panel shows its outstanding balance and due date. Draft, paid, void, cancelled, paused and disputed invoices do not qualify for ordinary chasing.

2. 2

   Review a manual reminder

   On Send reminder, edit the subject and message, then choose Preview reminder. Check the recipient, balance and private invoice PDF link. Confirm reminder is the separate action that queues the email.

3. 3

   Enable a schedule if you want one

   Open Automatic schedule to configure the studio’s overdue reminder days, subject and message. Select Enable automatic overdue reminder emails and review before saving. The schedule applies to eligible issued unpaid invoices in your studio; it is not enabled merely by viewing the panel.

4. 4

   Pause a particular invoice

   Use Pause reminders for this invoice or Mark this invoice as disputed, then Save reminder state. Review and update these settings when the situation changes. Record a payment through the normal invoice controls rather than editing the email to imply it was paid.

5. 5

   Check the delivery history

   Open History to distinguish waiting, provider acceptance, verified delivery and failure. A local email preview has not been sent. Provider acceptance alone does not prove that the recipient received or read the email.