To schedule automatic actions that should happen after a customer's invoice is past due, complete the following steps:
Drag the icon to the red Actions When Invoice is Past Due section.
If the action you selected allows you to define the number of days after an invoice is due that this action should be performed, enter the number of days in the Days After Invoice is Due field.
- Preview what the reminder will look like and edit the template, if desired.
- Select Update Action.