Before you start
- There is an invoice that still shows as open or unpaid.
What you'll do
Send a clean payment reminder so the customer knows the invoice still needs attention.
Do this
- 1
Open the unpaid invoice
Start from the invoice that still shows an open balance.
- 2
Send the reminder from the invoice record
Use the follow-up or reminder action tied to that invoice instead of creating a separate manual message.
- 3
Check who received it
Make sure it went to the right customer contact before you move on.
Best use
This works best when the customer likely just needs a reminder, not a full billing investigation.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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