First sent
Quotes
- 1First reminderday + time
- 2Second reminderday + time
- 3Expiration warningday + time
The expiration warning is scheduled relative to the quote validity date.
Follow-up that stops when the status changes.
Configure SMS and email reminders for eligible open quotes and invoices, then review every sent, skipped, failed, or cancelled attempt in one document history.
- Quote and invoice schedules
- Per-record timing overrides
- Visible delivery and stop history
Current reminder history
Review the reminder type, document, timestamp, and exact reason each sequence stopped instead of trusting a silent timer.
01 / Eligibility
Put only eligible open documents into the follow-up queue.
Scheduling begins from the first send, but only after the company settings, document state, channel template, and client contact information support a real reminder.
- 01
Enabled
The company reminder engine and that document sequence are both turned on.
- 02
Sent
The quote or invoice has been sent, creating the starting point for its schedule.
- 03
Open
The document is still eligible: the quote needs a decision or the invoice still has a balance.
- 04
Reachable
A configured SMS or email template has matching client contact information.
02 / Schedule
Start with company defaults. Tune the individual record when needed.
Each quote or invoice can use the configured sequence, turn reminders off, or save a custom timing override without rewriting the company-wide schedule.
Company or custom
First sent
Invoices
- 1First reminderday + time
- 2Second reminderday + time
- 3Past-due reminderday + time
The past-due reminder is scheduled relative to the invoice due date.
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
Set company defaults for first, second, expiration, and past-due reminders, including the day offset and delivery time.
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03 / Status-aware stop
Stop asking once the client has already acted.
Quote reminders stop after approval, decline, expiration, archival, or cancellation. Invoice reminders stop after payment, partial payment, voiding, archival, cancellation, or when the remaining balance reaches zero.
Turning reminders off for one record also cancels its pending queue without changing the company defaults.
Quote completed
Decision reached or document closed
Invoice completed
Payment state or balance no longer qualifies
Manual stop
One document is excluded from the sequence
04 / Audit history
See what happened instead of trusting a silent timer.
The queue and history preserve the document, reminder type, scheduled or processed time, channels used, and the reason an attempt was skipped, failed, or cancelled.
- Sent
- At least one configured channel delivered successfully.
- Skipped
- The queue kept the reason, such as rate limiting another recent SMS to the same phone.
- Failed
- Neither channel could send, or required record/template data was missing.
- Cancelled
- A pending item was stopped manually or because the document status changed.
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
The current history identifies the document, reminder type, schedule, result, and exact cancellation or skip reason.
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