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Accounting & financial reports~4 min · 3 steps

Use aged balances for payment reminders

Connect existing unpaid-balance automations to overdue buckets and stop reminders after payment.

  1. 1

    Prepare the unpaid-balance automation

    Create an Unpaid balance automation in Marketing → Automations with the message, delay and follow-ups you need. Configure its paid stop condition. Return to Escalation by overdue bucket in Optional accounting automation; existing unpaid-balance automations are listed here.

    Screenshot: Prepare the unpaid-balance automation. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  2. 2

    Assign a reminder to an overdue bucket

    Choose Every overdue bucket, 0-30, 31-60, 61-90 or 90+ beside the automation, then save that row. Use separate automations and templates for different stages. The oldest unpaid overdue instalment determines the invoice’s bucket; the automation delay also affects when a reminder becomes eligible.

    Screenshot: Assign a reminder to an overdue bucket. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  3. 3

    Enable aged-balance reminders

    Check Use aged invoice balances for unpaid-balance automations and save the options form. Delivery uses existing subscribed contacts, templates, channels and stop conditions. Each invoice enters each overdue bucket once per automation. Check Aged receivables and the marketing automation before enabling; this checkbox alone does not create a message campaign.

    Screenshot: Enable aged-balance reminders. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

Keep going

Marketing
Automate follow-up emails

Emails that send themselves: welcome after registration, payment reminders, abandoned carts, birthdays, win-backs.

Accounting & financial reports
Read aged receivables

Identify outstanding balances by due date and overdue bucket.

Accounting & financial reports
Track late and upcoming instalments

See which scheduled amounts remain unpaid and when they are due.