For the complete documentation index, see llms.txt. This page is also available as Markdown.

Auto Email

The Auto Email tab controls default payment notification reminders. Each switch represents a reminder point relative to a scheduled payment or its due date.

These settings help a workspace use a consistent reminder pattern for new events. They do not replace event-level payment notification choices or send a message immediately when you change a switch.

The image below shows the available payment notification reminder switches.

The Auto Email tab shows Payment Notification Emails with switches for Upcoming Payment: 7 Days, Upcoming Payment: 3 Days, Payment Due, Payment Overdue: 3 Days, and Payment Overdue: 7 Days.

Use Configure payment notification emails to choose the reminder points.

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