Checking reminder eligibility

The invoicing list highlights overdue invoices where the due date has passed and a balance remains. The reminder action is available when Fencify has enough invoice and customer email information to send the reminder.

• Check the invoice due date.
• Confirm the balance due is still outstanding.
• Confirm the customer email address is correct.

Sending the reminder

1. Open Invoicing.
2. Find the overdue invoice.
3. Review the status notes and reminder history.
4. Use the overdue reminder action.
5. Check that the reminder count and latest reminder time update.

Reminder wording and timing

The reminder uses the saved invoice reminder template and can include customer name, project name, invoice number, balance due, due date, days overdue and invoice link. Reminder tracking helps prevent repeated sends outside the configured timing.

After the reminder is sent

When the customer pays, record the payment against the invoice so the balance and overdue status clear. Paid or closed invoices are removed from reminder tracking.