HOME / COMMUNITY Switch to knowledge base

Schedule Routine Emails - BEFORE Due Date

Hello,

I have found that in some instances, sending a communication to the person an item is sold to, that sending an email that reminds them of the upcoming request within a set few days (eg 3 days before, or 7 days before), has proved to be particular useful in managing payments timely. I usually pop into this email a gentle reminder that should it go past the due date that charges will be incurred on future invoices. I’d like to see that I could automate this as a routine email that I can control where I know the employer is of a concern for delayed or late payment. Could you consider this as an optional email where it can be completed before the due day (eg -7 or -3).

Thank you.