Payment reminder emails

Dashmor can write the "your invoice is past due" emails for you. It writes one email per client, listing all of that client's past-due invoices, and puts it in your own Drafts in Outlook or Gmail. Dashmor never sends anything: you read each draft, change it if you like, and send it yourself.

Connect your mailbox (once)

1. Open Settings › Email account.
2. Select Connect Outlook (Microsoft 365) or Connect Gmail, sign in, and approve.
   • Outlook: Dashmor asks Microsoft for permission to read and write your mail folders, which it needs to save a draft. It doesn't send.
   • Gmail: Dashmor asks Google only for permission to create drafts.
3. You can disconnect any time on the same page.

Draft the reminders

1. Open Invoices & payables and select Draft reminder emails. You can also select Draft reminder emails on Clients to watch in What needs attention.
2. Choose which invoices: any past due, or more than 30, 60 or 90 days past due.
3. Untick any client you don't want to remind. Select See the email to read exactly what it will say.
4. Select Put drafts in Outlook (or Gmail). Then open your Drafts, check each one and send it.

What's in each email

• To: the invoice email set on the project in your ERP, or the client's main email. If your ERP has neither, the draft's To line is empty and Dashmor tells you.
• The invoices: number, project, dates, days past due and balance, with the total.
• View and pay links: if your firm uses your ERP's online payments, each invoice links to the page your ERP sent the client, where they see the real invoice and can pay.
• A PDF statement of the client's past-due invoices, with your firm's name and logo.
• The tone matches how late the oldest invoice is: a friendly reminder, then past due, then more than 60 days past due.

Admins can change the opening paragraph, the closing line, the links, the PDF, and whether you're copied, in Settings › Email account.

Do it from the chat, or on a schedule

• "Draft reminder emails for invoices over 60 days"
• "Write a reminder to Coastal Water District"
• "Every Monday at 8, draft reminders for invoices over 30 days": the drafts appear in your mailbox each Monday, and you get a short note that they're ready.

You can also set this up in Dashmor AI › Automations by choosing Payment reminder drafts.

Good to know

• You only get reminders for the clients and projects you can see in your ERP.
• Dashmor can't download the PDF invoice your ERP saved: your ERP keeps those files outside the data Dashmor can read. The View and pay link opens the real invoice instead.
• After a change to how Dashmor reads invoices, the query in your ERP needs pasting once more. The ERP connection page tells you when.