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Payment Reminders

Don't chase payments manually. Set up automatic reminders to follow up with customers.

Types of Reminders​

Before Due Date​

Friendly reminder that payment will be due soon.

  • "Your invoice is due in 3 days"

On Due Date​

Reminder that payment is due today.

  • "Payment is due today"

After Due Date (Overdue)​

Escalating reminders for late payments.

  • "Your invoice is 7 days overdue"
  • "Your invoice is 30 days overdue"

Setting Up Automatic Reminders​

1. Go to Settings​

Navigate to Settings → Reminders or Invoice Settings.

2. Enable Reminders​

Toggle on Automatic Payment Reminders.

3. Configure Schedule​

Set when reminders are sent:

TimingExample
Before due3 days before
On due dateDay of
First overdue7 days after
Second overdue14 days after
Final overdue30 days after

4. Customize Message​

Edit the email content for each reminder stage.

5. Save​

Reminders will now send automatically.

Manual Reminders​

Send a one-off reminder:

  1. Open the invoice
  2. Click Send Reminder
  3. Edit message if needed
  4. Send

Excluding Customers​

Some customers shouldn't get automated reminders:

  1. Open customer profile
  2. Find Reminder settings or Communication preferences
  3. Disable automatic reminders

Tracking Reminders​

See reminder history:

  • In the invoice, view sent reminders
  • Track if emails were opened
  • Know when to escalate

Best Practices​

  • Keep reminder tone professional and friendly
  • Include invoice details and payment instructions
  • Don't over-remind (3-4 total is usually enough)
  • Call for seriously overdue accounts instead of emailing