How to set up automatic payment reminder emails in ERPNext?

alizabrookst · August 12, 2025, 1:04pm

I want ERPNext to send customers a payment reminder a few days before the due date.

ahsantareen · August 12, 2025, 1:18pm

The Notification Module can trigger emails for sales invoice doctype days before due date as following;

The Notification Frappe Documentation may also help;

https://docs.frappe.io/erpnext/user/manual/en/notifications

you should also check process statement of account which can also throw emails with SOA for each customer in a semi automatic way.

alizabrookst · August 13, 2025, 10:13am

@ahsantareen Thanks

trainingacademy · August 15, 2025, 2:10pm

The suggestion by @ahsantareen works like a bomb !
You can also use the exact same type of approach but set the channel to use SMS.
Also works nicely. I actually do both !!!