Scheduled jobs and automation

The automation engine runs background jobs on a schedule, so reminders go out without anyone remembering to send them.

What runs automatically

• Invoice overdue reminder — notifies your team when an invoice is overdue.
• Bill due reminder — notifies when a bill is due or overdue.
• Client deadline reminder — notifies within each deadline's lead time.

Each job only notifies once per item (within 24 hours), so no one is spammed.

Viewing and controlling jobs

1. Go to System & Automation → Scheduled jobs.
2. Each job shows its frequency, last run, run count and status.
3. Use Run now to trigger a job immediately (for example, after importing a batch of overdue invoices).
4. Use Pause / Enable to switch a job off or on.
5. The Recent runs list shows every execution and what it found.

How it helps

• Overdue invoices get chased automatically.
• Deadlines surface before they arrive.
• The run history is your audit trail of what was reminded and when.

Related

• [Workflows and deadlines](/guides/workflows-deadlines)