Troubleshooting & FAQ
Reminder Notifications Not Arriving
Fix missing automated invoice payment reminders, project task deadline alerts, client portal revision notifications, and browser push permissions.
Flanceflow sends automated notifications for upcoming project milestones, overdue invoices, and client feedback submissions. If you or your clients are not receiving these reminders, follow this troubleshooting checklist to verify notification settings, cron schedules, and device permissions.
How to troubleshoot notification delivery
- Check workspace notification settings: Navigate to "Settings" > "Email & Notifications". Ensure the toggles for "Automated Invoice Reminders" and "Task Deadline Alerts" are switched ON.
- Check invoice-level automation toggle: Open the specific invoice and check the "Automated Reminders" toggle. Individual invoices can have automatic follow-up reminders turned off if you prefer to handle communication manually.
- Verify reminder schedule intervals: Confirm your reminder schedule rules (e.g., 3 days before due date, on due date, 3 days overdue, 7 days overdue). Invoices will only trigger alerts on those specific milestone dates.
- Verify client contact email: Check that the client’s profile has a valid primary email address and that "Receive Invoices & Reminders" is checked.
- Browser push permissions: If you are not seeing in-app desktop notifications, click the lock icon in your browser URL bar and ensure "Notifications" is set to "Allow".
- Spam filter check: Have the recipient check their Spam or Junk folder for emails from `noreply@flanceflow.com` or your connected custom SMTP address.
Reminder types & trigger schedules
| Reminder type | Trigger event | Recipient | Channels supported |
|---|---|---|---|
| Pre-due reminder | 3 days before invoice due date | Client | |
| Due date notice | On the exact invoice due date | Client | |
| Overdue escalation | 3, 7, and 14 days past due | Client & Workspace Admin | Email & In-App Toast |
| Task deadline alert | 24 hours before milestone/task due date | Assigned Team Member | In-App Toast & Email |
| Portal revision submitted | Client leaves feedback on project file | Project Owner | In-App Notification & Email |
Notification management tips
- Custom reminder templates: You can customize the exact wording and tone of each reminder stage in "Settings" > "Email & Notifications" > "Email Templates".
- Daily dispatch window: Automated reminder emails are dispatched daily at 09:00 AM in your workspace’s configured local timezone.
- Pause reminders during negotiations: If a client has reached out to explain a payment delay, simply toggle "Pause Reminders" on that invoice to stop automated notices while you work things out.
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