Open Settings > Organization. This area requires Full Access and Manage Settings.
Automated Invoice Reminders sends reminder emails to the billed customer at configured intervals while an invoice has a balance. This is a workspace sending policy, separate from your personal notification preferences.
Reminder controls
- Automated Invoice Reminders: enables or disables the policy.
- Days Before Due: comma-separated advance intervals, such as 7. The interface supports day values up to 365.
- Send on Due Date: schedules the due-date reminder for 9:00 AM in the workspace timezone.
- Days Overdue: comma-separated overdue intervals, such as 3, 7, 14. Each interval is sent at most once.
Set the policy
- Confirm the workspace timezone, invoice recipient details, and email configuration.
- Choose the reminder intervals your organization intends to use.
- If enabling reminders, configure at least one interval.
- Select Save reminder policy; saving other organization fields does not replace this step.
Review delivery
Use the available invoice reminder diagnostics and relevant invoice or case email history to investigate delivery. Check the invoice balance, due date, recipient, and recorded reminder results. A saved policy does not mean every invoice is immediately emailed, and a sent record does not prove that a recipient read it.