SOURCE: AI Support Chat
USER: Guest (gwa.gjp+3@gmail.com)
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USER: how do i schedule overdue msgs

ASSISTANT: To schedule overdue messages:

*   **Due Date Arrival:** The system identifies an invoice as past due when its due date is reached.
*   **Interval Scheduling:** An external server schedules the first overdue email for the due date + your configured send interval (e.g., 3 days after).
*   **Recurring Schedule:** Subsequent overdue emails are scheduled for due date + (interval × count).

USER: how to schedule reminder messages

ASSISTANT: I couldn't find that in the documentation.

USER: tell me about integration points

ASSISTANT: I couldn't find that in the documentation.

USER: how about manual sending options

ASSISTANT: You can manually send an overdue payment email for an invoice from the invoice editor or dashboard:
*   Navigate to Invoices > All Invoices or open the invoice editor.
*   Find the invoice needing a reminder.
*   Click the "Send Overdue Email" button (usually on the dashboard metabox).
*   The email is composed using the current configured subject and body.
*   The email is sent immediately to the customer (not queued to send time).
*   Manual sends don't count against automated overdue limits.

USER: what tags can i put in emails

ASSISTANT: You can use the following placeholders in your email subject and body:
*   `{customer_name}`: First and last name of customer/client
*   `{customer_email}`: Customer email address
*   `{invoice_number}`: Invoice number/reference
*   `{amount_due}` or `{invoice_amount}`: Total invoice amount with currency
*   `{due_date}`: Invoice due date
*   `{days_until_due}`: Number of days remaining until due date (shows 0 for overdue phase)
*   `{days_overdue}`: Number of days past due date

I couldn't find information about integration points in the documentation.

USER: what data storage references exist

ASSISTANT: I couldn't find information about integration points in the documentation.

Regarding data storage references, the following placeholders are available for invoices:
*   `_invoice_client_email`: Customer email for sending overdue email.
*   `_invoice_number`: Invoice number for `{invoice_number}` placeholder.
*   `_invoice_total`: Total amount for `{amount_due}` placeholder.
*   `_invoice_due_date`: Due date for `{due_date}` and `{days_overdue}` placeholders.
*   `_invoice_access_token`: Secure token for `{payment_link}` placeholder.

USER: what are some limitations that exist

ASSISTANT: The following limitations exist:
*   Portal API client must be configured; without it, missions cannot be scheduled.
*   Email subject is limited to plain text (no HTML tags or formatting).
*   Overdue settings are configured globally, meaning all invoices use the same interval, limits, and send time.
*   Daily Send Time applies to ALL overdue emails; you cannot send at different times based on overdue age.
*   The minute selector only allows 15-minute increments (0, 15, 30, 45).
*   An external server processes missions every minute, so the actual send may be ±1 minute from the configured time.
*   Overdue emails don't send for paid invoices; the mission is automatically cancelled when an invoice is marked paid.
*   Stop conditions are checked after each send; if the email count reaches the limit on the same day as the day limit, it stops immediately.
*   There is no way to send overdue emails for invoices with deleted customers.
*   Interval calculation is fixed; you cannot vary the interval based on overdue age.
*   There is no built-in email bounce handling or unsubscribe.