Send an Invoice Reminder

Invoice reminders help finance teams follow up with customers about open or overdue invoices.

Before You Start

Confirm that:

• The invoice exists.
• The invoice number is correct.
• The invoice has a customer account.
• The customer has at least one billing contact or contact email.
• You have permission to send invoice communication.

Steps

1. Open Invoices.
2. Search for the invoice number, such as INV 0006.
3. Open the invoice.
4. Review status, due date, amount, and customer.
5. Select the recipient from the customer contacts.
6. Review or edit the reminder message.
7. Send the reminder.

Copilot Prompt

Try:

Send invoice reminder for INV 0006.

Copilot should resolve the invoice number, set the invoice field to the matched invoice, offer customer contacts as recipient options, include the due date when available, and draft the reminder for review before sending.

Troubleshooting

If the invoice field shows a UUID instead of a readable label:

• Search by invoice number again.
• Confirm the invoice has a number.
• Refresh the proposal form.

If no recipient is found:

• Check the account contacts.
• Add or update the billing contact email.
• Confirm the contact belongs to the invoice customer.

If the due date is missing:

• Open the invoice and set the due date.
• Confirm the invoice is not a draft with incomplete billing details.

Related Docs

• Invoices
• Accounts and Contacts
• Mail
• AI Copilot