Reminders & messages

Polite, branded follow-ups that send themselves.

Queue

ClientInvoiceChannelWhenStatus
Northwind Studio#1040Emailin 2 hrsPending
Quanta#1037EmailTomorrow 9:00Pending
Lumen Agency#1042EmailMay 02 09:00Pending
Northwind Studio#1040EmailApr 28Sent
Quanta#1037SMSApr 26Sent

Templates

  • Friendly reminder · 3 days

    Sent 3 days after due date

  • Polite escalation · 7 days

    Account owner is CC'd

  • Final notice · 14 days

    Email + SMS