Reminder Settings

Configure how automatic payment reminders work for your overdue invoices.

How to Access

1. Go to Settings > Payment Reminders.

Settings

How It Works

When reminders are enabled:

1. An invoice becomes overdue (passes its due date while still in Sent status).
2. After the configured number of days, the first reminder email is sent to the customer.
3. If the invoice is still unpaid, follow-up reminders are sent at the configured frequency.
4. Reminders stop after reaching the maximum count, or when the invoice is marked as paid.

Example

With default settings (3 days, every 7 days, max 3):

• Day 3 after due date — first reminder sent
• Day 10 — second reminder sent
• Day 17 — third and final reminder sent

Which Invoices Get Reminders

Reminders are only sent for invoices that:

• Have a Sent status (not Draft or Paid)
• Are past their due date
• Haven’t reached the maximum reminder count

Invoices without a due date, draft invoices, and paid invoices never receive reminders.

Enabling Reminders

1. Go to Settings > Payment Reminders.
2. Toggle Enable Reminders on.
3. Adjust the timing settings if needed.
4. Click Save Changes.

Reminders begin processing automatically — no additional action is needed on individual invoices.

Disabling Reminders

Toggle Enable Reminders off and click Save Changes. No further reminders will be sent for any invoice.

Tips

• Start with the default settings and adjust based on customer feedback.
• If you have a mix of customers — some who pay promptly and others who need nudges — reminders help you collect without manual follow-up.
• Review the Payment Reminders overview to see how reminders appear to your customers.

Related

• Payment Reminders — how reminders work from the customer’s perspective
• Invoice Workflow — understand the Draft, Sent, and Paid lifecycle
• Settings Overview — all available settings