What you'll learn
Once an invoice is sent, Zentive tracks whether it arrived, reminds the customer on a fixed schedule, flips it to past due on its own, and tells you when something needs a hand.
Delivery
- 1
Channels
Email, SMS, or both, chosen in the builder. Every invoice also has a Shareable Invoice Link (Copy Link on the invoice page) you can paste into your own message.
- 2
Delivery status
The invoice page shows when the email and text were sent and whether they were delivered. A bounced email (bad address) raises Invoice email bounced under Needs your attention on the dashboard: fix the customer's email on their record and press Email on the invoice to resend.
- 3
Resend
On the invoice page use Email, SMS, or Send via Selected. Each send is logged; the customer sees the same link each time.
Reminders and past due
- 1
Automatic reminders
Settings → Billing → Payment Reminders shows the schedule: 3 days before due, on the due date, and 3, 7, and 14 days overdue, by email (and text if the customer allows). Wording lives in Message Center → Automated Messages → Payment reminders. Customers can opt out from Portal → Notifications.
- 2
Past due
When the due date passes with a balance, including partially paid invoices, the status flips to Past Due automatically and the invoice appears in the Past Due filter, the aging summary, and the dashboard's overdue total.
- 3
Manual nudge
Send invoice reminder from the invoice page sends one more reminder outside the schedule.
- 4
Autopay failures
If a saved-card charge fails, the invoice shows the retry timing with Retry now and Stop retries, and you get a Payment failed notification.
Send a reminder now
- 1
Open the invoice
Financial Management → Invoicing → Unpaid or Past Due → click the row.
- 2
Send the reminder
Press Email or SMS under Send Invoice Via to resend the invoice with its pay link, or use Send invoice reminder for the reminder wording. The send is logged on the invoice.
- 3
Check what went out already
The invoice page shows email and text delivery status. Settings → Billing → Payment Reminders lists the automatic schedule; Message Center → Automated Messages → Payment reminders holds the wording.
When reminders stop
Reminders stop as soon as the invoice is paid, written off, or voided, and for customers who opted out of reminders in their portal. Cash and check payments must be recorded (Collect Payment) or reminders keep going.
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