Overview

Invoice reminders automatically prompt Client/Customers about payment based on the due date. Under Invoice Reminders in Settings, you can add reminders that send on the due date, or a set number of days before or after it, and repeat after-due reminders until the invoice is paid. This helps you collect payments on time without manual follow-up.

Before You Start

You need administrator access to Settings. Decide your reminder schedule—on the due date, and how many days before or after—and whether after-due reminders should repeat.

How to Set Invoice Reminders

1. Click your profile in the top-right corner, then click Settings.
2. Scroll down to Manage Main Properties and click Invoice Reminders.

3. Click the plus icon to add a new reminder.
4. To send a reminder on the due date, select On Due Date.

5. To send a reminder before or after the due date, select the number of days.
6. Choose whether the reminder is before or after the due date.
7. If you choose after the due date, turn on the repeat option to continue sending reminders until payment is completed.
8. Click Save to save your changes.

Tips and Things to Know

• Send reminders on, before, or after the due date to fit your collection process.
• Turn on repeat for after-due reminders to continue reminders until payment is completed.
• Multiple reminders can be layered for a complete schedule.
• Reminders reduce manual follow-up on overdue invoices.

Frequently Asked Questions