Payment reminders
Creates reminders for due and overdue payments.
Edit automation
Active Demo
Automation definition
Trigger
Invoice overdue
Condition
Invoice has an unpaid balance
Action
Create follow-up task
Schedule
Weekdays 09:00
When an invoice is overdue, create a reminder preview for the client. Reminders stop once the invoice is paid.
Results
1 reminder preview logged (nothing sent). (Today at 09:00, demo simulation)
Last run
Today at 09:00
StatusCompleted
Result
Activity history
TodayCompleted
No scraped real data or automatic unsolicited email. Results require review.