Before you start
- There is an invoice that still shows as open or unpaid.
What you’ll do
Nudge a customer about an open invoice without waiting for the next automatic reminder, and know what Zentive already sent.
Do this
- 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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Contact Zentive support
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.