---
title: "Customers not getting reminders about unpaid balances"
slug: "what-is-the-best-way-to-automatically-send-out-reminders-for-outstanding-balance"
updated: 2026-10-15T00:55:55Z
published: 2026-10-15T00:55:55Z
canonical: "help.servicetitan.com/what-is-the-best-way-to-automatically-send-out-reminders-for-outstanding-balance"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers not getting reminders about unpaid balances

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A58Z&se=2026-10-31T02%3A50%3A58Z&sr=c&sp=r&sig=Fh8Zx5%2FIjsFMPzccxhBwrQ%2FPdMvXzJL9j%2FWOBxmu95Y%3D) Troubleshooting **Role:** Administrator · Bookkeeper · Office Admin**Area:** Accounting, AR Management, Marketing Pro · All versions

## **What you're seeing**

You have customers with unpaid invoices, and you want them to receive reminders about their outstanding balances. You are not sure whether ServiceTitan can send these reminders automatically, or how to follow up when it cannot. The need might be ongoing (every customer who falls behind) or a one-time push to a specific group.

## **Why this happens**

This is not an error. ServiceTitan gives you more than one way to remind customers, and which one fits depends on what your account has:

**Reason 1**

**You have Marketing Pro** and want reminders to go out automatically, with no manual effort each time.

**Reason 2**

**You do not have Marketing Pro** and need to follow up with customers by hand.

**Reason 3**

**You want to email outstanding invoices in bulk** to a specific aging group right now.

## **Before you start**

- To send reminders automatically, you need **Marketing Pro**, which is a paid add-on. If you do not have it, use the manual paths in Check 2 or Check 3 instead.
- You need **Accounting** access to view AR Management and the Invoices module.

## **How to fix it**

Pick the path that matches your account and what you are trying to do.

### **1****If you have Marketing Pro, automate the reminders with a campaign**

Build a campaign in **Marketing Pro** that targets customers with outstanding balances and set it to send reminder emails automatically. A common setup is a past due invoice balance reminder that targets invoices with a balance over a threshold you choose and a job completed date in a past window (for example, 30 to 60 days ago, adjusted to your payment terms). For campaign strategy and audience examples, see the Marketing Pro [**Common strategies for email campaigns**](https://help.servicetitan.com/construction/docs/common-strategies-for-email-campaigns) article, which includes a past due invoice balance reminder strategy.

> [!NOTE]
> **✓ Done ·** If the campaign is active, customers with outstanding balances receive reminders automatically without further action from you.

### **2****If you don't have Marketing Pro, follow up manually from AR Management**

1. Go to the navigation bar and click **Accounting**.
2. In the side menu, click **AR Management**. A table shows customers with outstanding balances.
3. Use the filters to view specific statements.
4. When you are finished selecting filters, click **Apply**.
5. Click **Filter** on a column heading to narrow by specific details. For example, set **Balance** from $0.00 to $100 to see only customers with a balance of $100 or less.

> [!NOTE]
> **✓ Done ·** A list of customers matching your criteria appears. You can follow up the way that suits your business: call them, email a copy of their statement, or print and mail it. You can also email or print statements in bulk from AR Management to save time.

### **3****If you want to email outstanding invoices in bulk, use Invoice Aging**

1. On the navigation bar, click **Accounting**.
2. In the side panel, click **Invoices**.
3. On the Invoices screen, click the **Invoice Aging** tab.
4. On the invoice aging bar, select an aging bucket to show outstanding invoices in that category.
5. Select the invoices you want to email.
6. Click **Actions** > **Email Invoices**.
7. On the Email Invoices screen, enter the **Sender's Name** and **Sender's Email**, review the subject and body and edit if needed, then click **Send**.

> [!NOTE]
> **✓ Done ·** The selected customers receive their outstanding invoices by email.

## **Still not working?**

Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with:

- The customer name(s) and invoice number(s) involved
- Whether you have Marketing Pro, and which method you tried (campaign, AR Management, or Invoice Aging)
- What happened when you tried to send the reminders
- A screenshot of the AR Management list or the Email Invoices screen
- Which checks from this article you already tried

## **Want to learn more?**

[**Send customer statements ›**](https://help.servicetitan.com/construction/docs/send-customer-statements) Generate, email, or print customer statements individually or in bulk.

[**Common strategies for email campaigns ›**](https://help.servicetitan.com/construction/docs/common-strategies-for-email-campaigns) Marketing Pro email campaign strategies, including a past due invoice balance reminder.