Invoice › Balance Due

Your account will come with three automations installed for sending invoice reminders. They are disabled by default but you can enable them easily. You'll find those here in Settings › Automations:

You can learn more about how these invoice reminder automations work, as well as how to customize your invoice reminder email templates here:

Here's an example of an invoice reminder automation. This is the 1st reminder, which would run 7 days before the invoice's due date:

The observable is looking at all of your open invoices in your account. It's checking if a) there is a balance due and b) the due date. So, if you have an invoice with a balance of $500 due on 10/15/2025, the automation below will send the payment due soon email on 10/8/2025.

If the invoice is fully paid and there isn't a balance due, the automation will not send the client anything. So, if they pay their invoice before 10/8/2025, no email will go out as there is no longer a balance due.

This automation contains a condition so it will not run if the client has selected an offline payment method. Selecting an offline payment method requires the client to fill in when you should expect the payment and a message. This will mark the invoice as 'promised' and the condition here ensures that the invoice reminder won't run for anyone who has already sent a payment promise.