Choose Payment reminder under Email type when contacting the customer about an outstanding issued invoice. Review the current remaining balance and document revision before sending. A reminder should reflect the saved obligation at the time of the delivery review.
Confirm the customer recipient, any CC addresses and the current PDF. Select Send now or Schedule once, then review the complete confirmation before using Send payment reminder or Schedule payment reminder.
A reminder is a communication action. It does not charge the customer, create a new invoice or record payment. If the customer has already paid, verify and record the confirmed payment through the settlement workflow before deciding whether another reminder is appropriate.
Follow Delivery history after queuing or scheduling. An uncertain send, pending message, bounced recipient or changed invoice can stop a new reminder from proceeding. Resolve the specific history state rather than repeatedly resending. Scheduled reminders are one-time messages and remain subject to the source and access checks described by the delivery panel.
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