When you set a due date or payment schedule on an invoice, the client is not automatically notified of upcoming payments.
You can notify clients in two ways:
Automated Email via Workflows
Send a reminder email to the client.
Because this is not directly linked to the invoice, include wording like: “If you have recently paid, please disregard this message.”
Internal Reminder Task
Set up a task for your team using Workflows to follow up with guests X days before the booking date if the invoice hasn’t been paid.
Track upcoming payments internally using the Scheduled Payments Report.
Additional Context on Due Dates
The due date does not block payment—guests can still pay before or after it.
Due dates affect automatic reminders, reporting, and alerts in the system.
Overdue invoices do trigger system alerts and reminders, so they are more than just “tracking.”