Sending automated reminders for overdue invoices

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In this article, you will learn how to send automatic reminders to your admins whenever an invoice becomes overdue.

Workiz allows you to set payment terms for invoices at both an account and client level. For instance, you can set all of your invoices to be due upon receipt but also give specific clients more time to pay with payment terms of net 14 or net 30. To learn more about setting payment terms for invoices, please see this article.

And with Workiz Automations, you can create a rule that automatically reminds your admins about an overdue invoice payment once the payment terms have been exceeded.

Enabling the automation rule

In order to send automatic reminders for overdue invoice payments, you will first need to enable the Workiz Automations add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

  1. From the navigation bar, select Automations
  2. Under Follow-ups, select Past due invoice / Admin reminder
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  3. (Optional) Customize your rule as desired, including:
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    1. The type of message you want to send (text and/or email)
    2. When the message should send (e.g., 14 days ahead of, 30 min ahead of, etc.)
    3. The body of the message you want to send
    4. The extra conditions you want to assign to this rule (e.g., only if client tag = [custom tag])
  4. Select Add automation

After enabling your automation, your admins will automatically receive an email when an invoice reaches a status of past due. 

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