> ## Documentation Index > Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt > Use this file to discover all available pages before exploring further. # Overdue-Invoice Reminders > Hitaji 360 can chase your overdue receivables for you. Each accounting book can send your finance team a recurring digest of overdue invoices (and debts)… Hitaji 360 can chase your overdue receivables for you. Each accounting book can send your finance team a recurring **digest** of overdue invoices (and debts) to follow up on — how many, how much, how old, and the worst offenders — so nothing slips through the cracks. You control whether it runs, how often, and how it's delivered. You can also send the digest on demand, and quiet individual invoices that don't need chasing yet. > Reminder settings are **per accounting book**. Each business has its own book, > so the cadence and channels you set here apply only to the business you're > currently working in. **You'll find this at:** `Settings → ERP → Finance → Overdue reminders` (route `/settings/erp/finance/invoice-reminders`). > 📷 *Screenshot: Overdue reminders settings card with the enable toggle, frequency selector, channels, and the Save / Send digest now buttons — to be added.* *** ## What the digest contains When a digest is sent it summarises every still-collectable, overdue invoice in the book: * **How many** overdue invoices and the **total amount** due. * The **oldest** overdue age in days. * An **aging breakdown** into buckets: 0–30 days, 31–60 days, and 60+ days (count and amount per bucket). * The **top overdue invoices**, oldest first. "Overdue and collectable" means an invoice whose due date has passed, that still has a balance owing, and that is in a chaseable state (sent, partially paid, or already marked overdue). Snoozed invoices (see below) are excluded until their snooze ends. *** ## Turn reminders on or off and set the cadence | Field | Options | Meaning | | -------------------------- | ---------------------------------------- | ------------------------------------------------------------------------------------ | | **Send overdue reminders** | On / Off | Master switch for this book. Off means no digests at all, including the daily sweep. | | **How often** | Daily / Weekly / Every 2 weeks / Monthly | How frequently a digest may go out. | | **Channels** | Email, In-app, Push (any combination) | How the digest is delivered. | **About cadence:** the system runs a sweep every morning, but your chosen frequency decides whether *this* book is actually due. The digest goes out **no more often than** the frequency you pick — Daily chases every day; Weekly waits about a week between sends; Every 2 weeks waits about two weeks; Monthly waits about four weeks. (Sending the digest manually with **Send digest now** bypasses the cadence — see below.) **Channels:** | Channel | What the recipient gets | | ---------- | ------------------------------- | | **Email** | A formatted digest email | | **In-app** | A notification in the bell menu | | **Push** | A mobile push notification | You must leave at least one channel enabled for a digest to be deliverable. ### To change these settings 1. Open **Settings → ERP → Finance → Overdue reminders**. 2. Confirm the business in the switcher is the book you want to configure. 3. Toggle **Send overdue reminders**, choose **How often**, and tick the **Channels** you want. 4. Click **Save Changes**. (Frequency and channel edits are saved together when you click Save — they don't auto-apply.) > 📷 *Screenshot: Frequency dropdown open (Daily / Weekly / Every 2 weeks / Monthly) with the channels checklist below it — to be added.* *** ## Who receives the digest Recipients are **everyone bound to the finance role for this book** — you don't maintain a recipient list on this screen for the standard digest. If no one is bound to that role, the digest has nowhere to go and won't send (you'll see a "no recipients" message if you try **Send digest now**). The page also shows **when the last digest was sent**, so you can confirm it's running. *** ## Send the digest now Click **Send digest now** to dispatch the digest immediately, without waiting for the next scheduled run. This is handy after a billing push or before a collections meeting. It bypasses both the once-per-day guard and the frequency cadence. If nothing is sent, the button tells you why: | Message | Reason | | --------------------------------------------------- | -------------------------------------------------------------- | | Reminders are turned off for this book. | The master switch is off. | | Today's digest was already sent. | (Only on the automatic path — the manual send overrides this.) | | No overdue invoices to follow up right now. | Nothing is overdue/collectable. | | No finance recipients are configured for this book. | No one is bound to the finance role. | | No delivery channels are enabled. | All channels are unticked. | > 📷 *Screenshot: "Send digest now" result toast, e.g. "Digest sent for 5 overdue item(s)" — to be added.* *** ## Quiet a single invoice (per-invoice controls) You don't have to chase every overdue invoice. On the **Invoices** page (`/accounting/invoices`), overdue invoices expose two quick actions: | Action | Effect | | -------------------- | ----------------------------------------------------------------- | | **Mark followed up** | Records that finance has actioned this invoice. | | **Snooze 7 days** | Excludes the invoice from the overdue digest for the next 7 days. | Snoozed invoices drop out of the digest's overdue set until the snooze period ends, then reappear automatically if still unpaid. The current button snoozes for a fixed **7 days**. > 📷 *Screenshot: An overdue invoice row on the Invoices page showing the "Mark followed up" and "Snooze 7 days" hover actions — to be added.* *** ## Who can change it | Action | Permission required | | -------------------------------------------- | ---------------------------------------------------------------------------------------------------- | | **View** reminder settings | `accounting:read` (page); the settings API itself requires `accounting:config` or `accounting:admin` | | **Change** settings / **Send digest now** | `accounting:config` **or** `accounting:admin` | | **Mark followed up** / **Snooze** an invoice | `accounting-invoices:update` (the invoice update permission) | If you can see the settings but the controls are read-only, you have view access without the finance-configuration permission — the page tells you so. Ask a finance administrator to grant `accounting:config`. *** ## How it runs automatically (for reference) * A background sweep runs **every morning** and, for each book with overdue invoices, sends the digest if the book is enabled, due per its cadence, and hasn't already been sent today. * A separate overnight job first marks newly-overdue invoices as **overdue** so they're included by the time the digest is built. * A book is only swept if it actually has overdue, collectable, un-snoozed invoices — quiet books generate no noise. *** ## Related * [Print & document templates](/accounting/user/settings/print-templates) * [Report presets & scheduled delivery](/accounting/user/settings/report-presets) — scheduled delivery of financial statements * [Workspace settings (default accounts)](/accounting/user/settings/workspace-settings)