Set up mail
Configure approved outbound email on the host.
FEATURE / PAYMENT REMINDERS
Payment reminders
Use the scheduled mail workflow to send reminders for overdue balances when outbound email is configured.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Check balances
A scheduled task identifies overdue open invoices.
Send a reminder
Issue a message only when configured and allowed.
BUSINESS VALUE
Keep information close to the work.
Take repetitive overdue follow-ups out of the daily task list.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Payment reminders mean in ZelvotriX?
Use the scheduled mail workflow to send reminders for overdue balances when outbound email is configured.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
What causes an overdue reminder?
The configured scheduled task checks eligible unpaid invoices and sends reminders when outbound mail is enabled.
Does a reminder prove message delivery?
No. A sending attempt is not proof of inbox placement; production mail delivery must be monitored.
Can reminders be used before an email service is configured?
No. Reliable outbound mail and scheduled tasks are required for automatic delivery.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.