SOURCE: AI Support Chat<br />
USER: Guest (gwa.gjp+3@gmail.com)<br />
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USER: how do i schedule overdue msgs<br />
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ASSISTANT: To schedule overdue messages:<br />
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*   **Due Date Arrival:** The system identifies an invoice as past due when its due date is reached.<br />
*   **Interval Scheduling:** An external server schedules the first overdue email for the due date + your configured send interval (e.g., 3 days after).<br />
*   **Recurring Schedule:** Subsequent overdue emails are scheduled for due date + (interval × count).<br />
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USER: how to schedule reminder messages<br />
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ASSISTANT: I couldn&#039;t find that in the documentation.<br />
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USER: tell me about integration points<br />
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ASSISTANT: I couldn&#039;t find that in the documentation.<br />
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USER: how about manual sending options<br />
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ASSISTANT: You can manually send an overdue payment email for an invoice from the invoice editor or dashboard:<br />
*   Navigate to Invoices &gt; All Invoices or open the invoice editor.<br />
*   Find the invoice needing a reminder.<br />
*   Click the &quot;Send Overdue Email&quot; button (usually on the dashboard metabox).<br />
*   The email is composed using the current configured subject and body.<br />
*   The email is sent immediately to the customer (not queued to send time).<br />
*   Manual sends don&#039;t count against automated overdue limits.<br />
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USER: what tags can i put in emails<br />
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ASSISTANT: You can use the following placeholders in your email subject and body:<br />
*   `{customer_name}`: First and last name of customer/client<br />
*   `{customer_email}`: Customer email address<br />
*   `{invoice_number}`: Invoice number/reference<br />
*   `{amount_due}` or `{invoice_amount}`: Total invoice amount with currency<br />
*   `{due_date}`: Invoice due date<br />
*   `{days_until_due}`: Number of days remaining until due date (shows 0 for overdue phase)<br />
*   `{days_overdue}`: Number of days past due date<br />
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I couldn&#039;t find information about integration points in the documentation.<br />
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USER: what data storage references exist<br />
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ASSISTANT: I couldn&#039;t find information about integration points in the documentation.<br />
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Regarding data storage references, the following placeholders are available for invoices:<br />
*   `_invoice_client_email`: Customer email for sending overdue email.<br />
*   `_invoice_number`: Invoice number for `{invoice_number}` placeholder.<br />
*   `_invoice_total`: Total amount for `{amount_due}` placeholder.<br />
*   `_invoice_due_date`: Due date for `{due_date}` and `{days_overdue}` placeholders.<br />
*   `_invoice_access_token`: Secure token for `{payment_link}` placeholder.<br />
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USER: what are some limitations that exist<br />
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ASSISTANT: The following limitations exist:<br />
*   Portal API client must be configured; without it, missions cannot be scheduled.<br />
*   Email subject is limited to plain text (no HTML tags or formatting).<br />
*   Overdue settings are configured globally, meaning all invoices use the same interval, limits, and send time.<br />
*   Daily Send Time applies to ALL overdue emails; you cannot send at different times based on overdue age.<br />
*   The minute selector only allows 15-minute increments (0, 15, 30, 45).<br />
*   An external server processes missions every minute, so the actual send may be ±1 minute from the configured time.<br />
*   Overdue emails don&#039;t send for paid invoices; the mission is automatically cancelled when an invoice is marked paid.<br />
*   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.<br />
*   There is no way to send overdue emails for invoices with deleted customers.<br />
*   Interval calculation is fixed; you cannot vary the interval based on overdue age.<br />
*   There is no built-in email bounce handling or unsubscribe.