Skip to content

Overdue invoice reminders

Emails a customer when an invoice is coming due or overdue. Sending a reminder does not connect Xero, MYOB or QuickBooks.

Review and follow up an invoice that is coming due or overdue.

Before you start

Availability: Starter plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner. A role name alone does not override the permissions set by your business.

Where to find it: Money & Invoicing > Overdue invoice reminders.

Open Aged receivables, check the invoice balance, due date and customer email, and confirm the account email. Pause reminders while a payment or dispute is being reconciled.

Using this guide in Canada

  • Choose your business country when creating a new account. For an existing business, check the country in Business settings before entering addresses or preparing documents. Some country changes are unavailable for existing businesses, even when new accounts can sign up in that country. Changing the public website region does not change your business settings.
  • Check the business currency (CAD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.

Step by step

  1. Open Aged receivables at /accounts/receivable.
  2. Send a reminder on an open invoice, or pause reminders for that invoice.
  3. The nightly run sends the next unsent stage for invoices that are due.
  4. Confirm the account email before a reminder can leave.

Worked example

Find an unpaid invoice and review its reminder status. Send an appropriate reminder or pause further reminders for that invoice.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check the recorded reminder outcome and the outstanding balance. Confirm payments separately before deciding whether another reminder is needed.

Limits and troubleshooting

Reminder access starts at Starter and does not establish an accounting-provider connection. Sending a reminder does not mark an invoice paid or change its agreed terms.

Check current plans and feature availability · Browse every guide