Overdue Invoice Reminder

With workflows, you can automate actions like sending a copy of an invoice to a customer when it is generated.

Another common use case is sending a payment reminder when an invoice becomes overdue — that is, the due date has passed and the invoice remains unpaid.

To set this up, follow these steps:

1. Create a new workflow

2. Configure the trigger:

   • Module: Invoice

   • Event: Invoice Overdue Event

3. Add a trigger condition to ensure the invoice is still overdue before the reminder is sent:

   • Property: Invoice | Is Overdue

   • Operator: Equals

   • Value: true

4. Optional: Add a "Wait" action if you want to delay the reminder (e.g. send it 5 days after the invoice becomes overdue):

   • Action type: Wait

   • Wait time: For a defined period

   • Duration: 5 days

5. Add the email action to send the reminder:

   • Action type: Send Email

   • Send to: Invoice Owner

   • Email template: Overdue Invoice Reminder

     • If you haven't already, create an "Overdue Invoice Reminder" email template from the predefined templates list

   

   Create Overdue Invoice Reminder email template from the predefined list

Your workflow should look like this: