Overdue Notice Schedules Estimated Reading Time: 2 Minutes Creating an Overdue Notice Schedule What Are Overdue Notices? Overdue notices are automated alerts sent to clients when an invoice has passed its due date. These are triggered by Ubersmith based on the due date of the invoice. How to Configure Overdue Notice Schedules Navigate to Settings > Overdue Notice Schedules > Create new notice schedule This screen allows administrators to configure the scheduling of overdue invoice notices, including email content and timing. General Settings Name:The name of the overdue notice schedule template. Schedule Configuration Each schedule defines when and how overdue notices are sent. Start:When the notice should first be sent.Options: On due date, Days before due date, Days after due date Occurrence:The number of times this notice should be sent. Interval (days):The number of days between subsequent notices (if Occurrence is greater 0). Language-Specific Email Templates Ubersmith supports multi-language email templates for overdue notices, be sure to complete each tab for the languages in use in your Ubersmith installation. From Name:The sender's name displayed in the email. From Email:The sender's email address. Subject:The subject line of the email. Body:The main content of the email. Email variables such as ##invoice_body## can be inserted for dynamic content. Additional Options Attach PDF:A checkbox to optionally attach a PDF version of the invoice with the notice. View Variables:A link to view available dynamic variables that can be inserted into email content. Action Buttons ADD NEW SCHEDULE:Add an additional overdue notice schedule to this template. UPDATE:Save any changes made to the schedule configuration. CANCEL:Discard changes and exit without saving. API Functions The following API endpoints are available to create, update, list, and assign overdue notice schedules. Full documentation is available in the Using the Ubersmith API. uber.overdue_notice_schedules_add uber.overdue_notice_schedules_get uber.overdue_notice_schedules_update uber.overdue_notice_schedules_list uber.overdue_notice_schedules_assign uber.overdue_notice_schedules_mute uber.overdue_notice_schedules_activate uber.overdue_notice_schedules_deactivate uber.overdue_notice_schedules_delete Assigning Overdue Notice Schedules Via the User Interface The first Overdue Notice Schedule you create will be associated with all clients. If additional schedules are created, they can be configured as the "new" default by clicking the 'Set as default' link from the main 'Overdue Notice Schedules' page in Settings. To modify the overdue notice schedule used by a particular client, visit their Client Profile page, and click the "edit" link in the "Account Information" information box. The popup displayed has a configuration drop down "Client Overdue Notice Schedules", which allows the selection of an active Ovedue Notice Schedule. Via the API Using the client.update API function, the overdue_notice_id parameter can be passed to update the schedule in use for a particular client. Additionally, the uber.overdue_notice_schedules_assign can be used to assign a schedule to client, or to set it as the default for a particular brand.