Payment Reminders
Automate payment follow-ups
Payment Reminders
Automatic Reminders
Set up reminder schedules:
- Before due date (3, 7, 14 days)
- On due date
- After overdue (7, 14, 30 days)
Reminder Settings
Configure for your business:
- Enable/disable per client
- Custom reminder email text
- CC your team on reminders
- Stop reminders after X days
Manual Reminders
Send a one-time reminder:
- Open the invoice
- Click "Send Reminder"
- Customize message if needed
- Send
Reminder History
View all reminders sent for each invoice in the activity log.