Low balance Reminder

  • Created :Fri,12,2016
  • Last Updated:Tue,11,2022

In Order to create Low balance Reminder go to Billing -> Billing Class. 

Reminder will be applied to all accounts against which selected billing class is assigned.


Field Description
Active On or Off
Send To Account Owner Send email copy to account owner
Send Copy To A copy of reminder will be sent to specified emails. (comma separated) 
Email Template Email Template
Period How frequently need to send  (e.g. Daily)
Interval  Period Frequency (e.g. 1 minute)
Day Days of the week
Start Time Time start sending reminder

First reminder will be sent as soon as account balance will go below Balance Threshold which can be setup from Accounts > Credit Control 

All emails sent to account can be viewed under Accounts -> View