The outstanding invoice reminders enables you to set up your own customised emails, SMS, letters and tasks to trigger automatically whenever an invoice becomes X number of hours, days or months either before the due date or after the invoice is due.

Once they're set up, they will automatically chase those outstanding invoices for you.


  1. Select Settings cog from the top menu bar.
  2. Smart-Assist
  3. Invoices - Accounts Assistant
  4. Scroll down to the Outstanding Invoice Reminders.
  5. Once you have set up your Invoice reminders, Save at the bottom of the page.