Preventive reminders and overdue invoices

In short

Billabex can prepare a preventive reminder three business days before an invoice due date. After due date, the message becomes a follow-up based on remaining balance and can group several documents. A recent exchange, payment, credit, or blocker can move or remove the next action. Account detail remains the source for understanding the chosen scenario.

Expected result

You know whether the next communication is preventive or overdue and which documents it covers.

Before you start

• Choose an account with a future-due or recently overdue invoice.
• Review payments and credits before interpreting the scenario.

Procedure

1. Open account invoices and order them by due date.
2. Check each remaining amount after payments and allocations.
3. Review the next communication and its preventive or overdue type.
4. Confirm cited documents are still current at scheduling time.
5. After a source update, wait for reassessment before diagnosing an error.

What Billabex does

The scheduler targets three business days before due date while respecting a minimum date from recent exchanges. Billabex recalculates the live invoicing net before creation.

If the result is not what you expected

• A preventive reminder can be skipped when its date passed or a recent exchange imposes a later date.
• A fully covered invoice must not feed the next message.
• For multiple currencies, inspect documents separately instead of summing incomparable amounts.