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How to send Customer a "due soon" Email notice w/ Invoice attached?

edited Jun 2, 2025 2:38PM in Ask A Guru 6 comments

I've figured out how to automatically send past due invoice notices to customers (via saved search & workflow), however, I cannot figure out which fields to select in a saved search to pull invoices that are open (not past due yet), but perhaps due in 5 days. The goal is to automatically send customers a copy of their invoice that is due in 5 days with an email template that is a "friendly reminder" to remit payment soon. Any suggestion would be much appreciated!

Thank you!

Michaela Howard

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