Customer Outstanding Reminder - Auto Email


How to set Customer Outstanding Email with Bill wise and 0-30days, 31-60 days, 61-90 days

you can configure at Auto Email

Hi, Thanks for your reply. Auto Email only able to send whole Report or able to send particular customer.(Eg: Accounts Receivable Summary Report)

I need to send email for every customer who are having Outstanding amount with Bill wise and 0-30days, 31-60 days, 61-90 days.

Pls help. Thanks.

Assuming you have already generated an invoice, use the notification feature:

Create different emails for each condition. Trigger it based on 30/60/90 days from invoice creation/due date.

If the condition is met, i.e. outstanding > 0, then the email will be triggered.

By this you mean using the “Days After” trigger, correct?

Just to clarify through an example: if we set the days after value to 30 against the due_date field, and condition doc.outstanding_amount > 0, then invoices that hit 30 days and the condition will trigger the notification. But will it trigger again on day 31, assuming condition is still true?