Manage the reminders of an invoice
Each validated invoice has a Reminders tab. There you see its three reminders and can act on them without going through the Auto Reminders page.
When the tab is visible
An invoice's Reminders tab requires the Automatic reminders permission. It does not appear for a draft or for a recurring invoice template. It is also hidden for a fully paid invoice that never had a reminder.
Create an invoice's reminder profile
When no reminder is scheduled and the balance due is positive, the tab shows “No reminder scheduled”.
Click Create a reminder profile.
The 1st reminder, 2nd reminder and 3rd reminder dates are prefilled according to the branch timeframes (D+ timeframe). Change them if needed.
Click Create the reminder profile. CAPPS shows “Reminder profile created”.
CAPPS refuses the profile in these cases. The reason appears in the window (for example “The balance due is not positive.”) or, at creation time, in a message:
- “Unable to create a reminder profile: the balance due is not positive.”
- “Unable to create a reminder profile for a recurring invoice template.”
- “Only a validated, active invoice linked to a customer can be reminded.”
- “A reminder profile already exists for this invoice.”
Read the reminder schedule
The Reminder schedule table lists each reminder with its Reminder Type, its Reminder Level, the Planned date, the Sending date, the Channel and the Status:
| Status | Meaning |
|---|---|
| Scheduled | will go out on the planned date |
| Sent | already sent; no further action possible |
| Failed | the sending did not go through; see the SENDINGS tab |
| Paused | suspended until it is resumed |
| Skipped, Cancelled | will not go out |
Act on a reminder
In the Actions column:
- Remind now: after confirmation, the email goes to the customer right away (“Reminder sent”);
- Edit the planned date: choose a new date and time, in the future;
- Delete: removes this reminder after confirmation (“Reminder deleted”).
These buttons are disabled for a reminder that has already been sent: “This reminder has already been sent”, “Unable to delete a reminder that has already been sent”.
Pause all reminders of the invoice
Click Pause all reminders, at the top of the schedule.
Confirm “Do you want to pause all reminders for this invoice?”. Unsent reminders change to Paused.
To resume, click Reactivate all reminders and confirm.
For a pause with a reason and a resume date, or to suspend a whole customer, use the PAUSED REMINDERS tab of the Auto Reminders page: see Track automatic payment reminders.