Articles on: X-DOC

How to Set Up Payment Schedule Reminders?

Overview:


The Payment Reminders feature in X-DOC allows you to configure automatic reminders for upcoming payment milestones. These reminders notify the proposal owner when a milestone is approaching its due date and no payment request has been sent for it yet.


You can enable or disable payment schedule reminders, add multiple reminder days, change the number of days before a milestone's due date, and delete reminders that are no longer required.


  • Click on the Profile icon in the top-right corner and select Settings option.



  • Locate and expand X-DOC Settings. Click on Payment Reminders.



  • On the Payment Reminders page, select the Payment Schedule tab.



Enable or Disable Payment Schedule Reminders


  • Under the Payment Schedule section, locate the Send payment schedule reminders checkbox.



  • Select the checkbox to enable payment schedule reminders. When enabled, the system sends a reminder to the proposal owner when a payment milestone is due soon and no payment request has been sent for that milestone.



  • If you do not want to send payment schedule reminders, uncheck this option.



Add Payment Reminders


You can add multiple reminders to notify the proposal owner at different intervals before a milestone's due date.


  • Under Send payment schedule reminders, click + Add Reminder.



  • A new reminder field will appear. Enter the number of days before the milestone's due date when you want the reminder to be sent.



  • Click + Add Reminder again if you want to add more reminders. Repeat the process to configure additional reminder intervals and click on the Save button.



Example: If you configure reminders for 3, 2, and 1 days, reminders will be scheduled for three days, two days, and one day before the milestone's due date.


Increase or Decrease the Reminder Days


You can change the number of days for any existing reminder using the number field.

  • Increase the number: Set a higher number of days to schedule the reminder further in advance of the milestone's due date.
  • Decrease the number: Set a lower number of days to schedule the reminder closer to the milestone's due date.

For example:

  • 3 days: The reminder is scheduled three days before the due date.
  • 2 days: The reminder is scheduled two days before the due date.
  • 1 day: The reminder is scheduled one day before the due date.

You can use the up and down arrows in the number field or enter the required number manually.
Important: The reminder days are counted backward from the milestone's due date, not from the date the reminder is configured.



Send a Reminder on the Due Date


You can also configure a reminder to be sent on the milestone's due date itself.


  • Add a reminder or select an existing reminder field. Enter 0 in the number field. When you enter 0, the reminder is scheduled for the milestone's due date.





    Delete a Payment Reminder


  • If you no longer need a particular reminder, you can remove it without deleting the other reminders.
  • Locate the reminder you want to remove. Click the Delete (trash) icon next to that reminder.




Notes:


  • You can configure multiple reminder intervals for payment milestones.
  • Reminder days are counted from the milestone's due date.
  • Enter 0 to schedule a reminder on the due date itself.
  • Use the trash icon to remove an individual reminder.
  • Click Save after making changes to apply your reminder settings.




Updated on: 11/09/2026

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