Payment reminders
The laboratory sets up reminder rules tied to the due date, before or after it. The system finds the open invoices that match each rule and sends the reminder through the configured channel.
What you'll find in this area
Rules by days before or after the due date.
Example: an email five days before the due date and another three days after. Each rule sets the timing and the message template.
Email or webhook.
Each rule uses email or webhook. Through the webhook, the reminder data can go to another messaging tool the lab uses, depending on the configured integration.
Preview before sending.
The simulation shows which invoices would get the reminder, for which clients and on which channel, before anything is sent.
Open invoices only.
Settled or cancelled invoices leave the cadence, which helps avoid reminding clients who have already paid.
Log of each send.
Each send is logged with date, channel and status.
Message in the lab's own words.
Templates use variables, such as client name and invoice data, and go out with the text defined by the laboratory.
Business days and holidays.
Rules can take into account business days, registered holidays and a minimum interval between reminders.
How a reminder cadence works
A reminder cadence is a sequence of reminders tied to the due date. The laboratory sets it up once, and it applies to open invoices.
Before the due date.
An email reminder a few days ahead helps the client plan the payment.
After the due date.
New reminders can go out at set intervals, respecting the minimum interval between sends.
After settlement.
Once the invoice is settled, it no longer enters the next rules.
Frequently asked questions
Can I set when and on which channel the reminder goes out?
Yes. Each rule sets how many days before or after the due date the reminder goes out, the message template and the channel: email or webhook.
Does the system send reminders by WhatsApp?
Reminders go out by email. To use WhatsApp or another messaging tool, the webhook sends the invoice data to that tool, depending on the integration set up by the laboratory.
Can I check before sending?
Yes. The simulation shows the invoices, clients and channels before sending.
How do I prove the reminder was sent?
Each send is logged with date, channel and status.
See finance with your laboratory's routine
In the demo, we show a completed work order reaching billing, accounts receivable and the management view. We also check which tax routines and integrations apply to your case.