Chase overdue invoices
Send reminders by email, WhatsApp or SMS — one at a time or on a schedule.
Overdue invoices appear in the side panel on Sales pages with a Send reminder button, and in your Inbox.
- Find the invoice in the side panel or under the Overdue filter.
- Choose Send reminder.
- Pick the channel: email, WhatsApp or SMS, depending on what your company has set up.
- AXO sends your reminder message with the invoice number, amount and due date filled in.
Automatic reminders
You can schedule reminders for overdue invoices in Settings. They're off until you turn them on. Every automatic reminder is logged in the same way as one you send yourself.
Message templates
Each channel uses a template you control. AXO won't send a reminder with a blank or generic message — if a template is missing, the reminder is stopped and you're told why.
Note
Every reminder, including any that failed, is recorded on the invoice's Activity tab. A reminder that didn't go out is shown as failed, never as sent.
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