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Posted October 20, 2021

Notification Trigger - Customer Billing Reminder

Customer Billing Reminder trigger generates automatic reminders to customers when their AR invoice is approaching its due date or has become overdue.

To create a Notification Trigger, follow the steps of Creating Notification Trigger.

Custom Settings
Coming Due Invoices
Between _ and _ days before payment due determines when reminder emails are sent for invoices that are coming due (before the due date).

Overdue Invoices
For overdue invoices, the reminder email is sent on the day the invoice becomes overdue. The Between _ and _ days setting does not apply to overdue invoices.

All Invoices
If the Posted Only setting is checked, then emails go out only for posted AR invoices. If the setting is unchecked, emails go out for both posted and unposted AR invoices.