How to send payment reminders for unpaid outgoing invoices?

Use this instruction when you need to send payment reminders to customers for unpaid outgoing invoices.

1. Open Finances → Outgoing invoices → Unpaid outgoing invoices totals.

2. In the Due date field, select the date you want to check (usually today).
3. CLOUDEX TMS will show the invoices that were still unpaid for the selected due date.

If no Due date is selected, the system will display all unpaid invoices.
Usually, payment reminders should be sent only for overdue invoices.

4. Select the customers for whom you want to send payment reminders.
5. Click Send payment reminders. 

6. In the reminder window, select the required payment reminder text.
7. If needed, select Attach unpaid invoices as PDFs.
8. Send the payment reminders.

If Attach unpaid invoices as PDFs is selected, the unpaid invoices will be added to the reminder email as separate PDF attachments.

Where will the payment reminder be sent?

CLOUDEX TMS sends the payment reminder using this order:

1. To the customer’s Reminder email.
2. If the Reminder email is empty, to the customer’s Invoice email.
3. If both fields are empty, the reminder is sent to the manager responsible for the order included in the

Common mistakes

• No Due date is selected, so all unpaid invoices are shown.
• The wrong customer is selected.
• The customer’s Reminder email is empty.
• The invoice is unpaid in CLOUDEX TMS, but it has already been paid outside the system.
• Unpaid invoice PDFs are not attached when the customer needs invoice copies.