Invoices, payments and credit notes
Send overdue invoice notices
A clear Pixie CRM walkthrough for send overdue invoice notices, with the screen path, field checks and post-save verification.
Where to goInvoice → More → Send Overdue Notice
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for send overdue invoice notices, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Invoice → More → Send Overdue Notice in Pixie CRM.
- Confirm the related record, recipient or audience before preparing anything client-visible.
- Review the controls that matter for this task: Invoice, Customer contact, Overdue status, Reminder setting or template.
- Then check Send/pause status. Use verified information and do not fill optional values with placeholders.
- Complete Send overdue invoice notices using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Invoice
Customer contact
Overdue status
Reminder setting or template
Send/pause status
Checks before you finish
- Confirm customer, currency and invoice dates.
- Review tax treatment, totals and payment terms.
- Do not casually rewrite a paid transaction.
- Verify payment status and customer-visible document.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.