Reminders
Automated enough to save time, controlled enough to feel safe.
Review manual sends, active rules, and recent reminder history from one place.
Review queue
Held reminders stay here until you approve them.
Forge & FieldPayment follow-up for INV-2407
Manual reminder
Send one reminder without changing automation.
Automation rules
Clear defaults for pre-due, due-date, and overdue follow-up.
Active7 days before due date
Friendly pre-due nudge
Open invoices above $250
Skips customers with a reminder in the last 72 hours.ActiveOn due date at 10:00
Due today reminder
Due invoices
Held for review on new or high-risk accounts.Active3, 10, and 21 days overdue
Overdue follow-up
Overdue invoices
Escalations pause after a customer replies or pays.Scale30 days overdue
Account escalation path
Accounts above $5,000
Requires owner approval before sending.Reminder history
Sent, scheduled, and reviewed messages.
Payment follow-up for INV-2411
sentAurora Outfitters - Manual reminder - Maya
Payment follow-up for INV-2407
reviewForge & Field - Overdue rule - Automation
Invoice due today
scheduledLumen Home Goods - Due-date rule - Automation