About 4 minutes
- 1
See what's overdue
The dashboard shows the overdue count. Or ask the work engine: 'who hasn't paid?'.
- 2
Send one reminder or all of them
Ask for a reminder to a specific customer, or 'remind everyone who's overdue'. Each reminder goes by email.
- 3
Approve the card
You'll see exactly what will be sent. Approve to send, cancel to stop.
- 4
Mark invoices paid as money arrives
Tell the work engine 'invoice INV-0231 is paid' or use Mark as paid on the Invoices page.
Good to know
- In Settings → Work Automation you can let invoice reminders send without a confirmation card once you trust the wording.
- Set a standing alert so you hear about overdue invoices every morning — see the alerts guide.