Payment Reminders
Automatically send email reminders to customers with overdue invoices. No manual follow-up needed.
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How It Works
When payment reminders are enabled, a daily background job checks for overdue invoices and sends reminder emails:
- An invoice becomes overdue when its due date passes and the status is still Sent.
- The first reminder is sent a configurable number of days after the due date (default: 3 days).
- Follow-up reminders are sent at regular intervals (default: every 7 days).
- Reminders stop after a maximum count is reached (default: 3 reminders per invoice).
Configuring Reminders
Go to Settings > Payment Reminders to configure:
| Setting | Default | Description |
|---|---|---|
| Enable Reminders | Off | Master toggle — turn on to start sending reminders |
| Days After Due | 3 | How many days after the due date to send the first reminder |
| Frequency | 7 days | Days between follow-up reminders |
| Max Reminders | 3 | Maximum number of reminders per invoice |
Which Invoices Get Reminders
Reminders are only sent for invoices that meet all of these conditions:
- Status is Sent (not Draft or Paid)
- Past the due date
- Haven’t reached the maximum reminder count
- Customer has an email address
- Customer has not unsubscribed from emails
Tracking Reminders
On the invoice detail page, you can see how many reminders have been sent and when the last one went out.
Tips
- Start with the default settings and adjust based on how your customers respond.
- Reminders are professional and courteous — they include the invoice number, amount due, and a link to pay.
- If a customer unsubscribes, consider following up with a phone call for overdue balances.
- Reminders stop automatically when an invoice is marked as paid.
Related
- Reminder Settings — configure reminder timing
- Invoice Workflow — understand the Draft, Sent, Paid lifecycle
- Sending Invoices — send invoices to customers
- Free vs Pro — compare plans
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