How to set up automatic payment reminders

Configure automatic email reminders for unpaid invoices. Set timing, frequency, and message content for each reminder.

Steps

Go to Settings > Invoices > Reminders.
Toggle Enable Automatic Reminders to on.
Add reminder intervals: days before due, on due date, days after due.
Customize the email subject and body for each reminder.
Set a maximum number of reminders to avoid excessive follow-ups.
Choose whether to send reminders for all invoices or only those over a minimum amount.
Preview each reminder email.
Save your settings.

💡 Tip: Send the first reminder 3 days before the due date as a gentle heads-up. This often prompts payment before the deadline.

Q: Can I pause reminders for a specific client?

Yes, disable reminders on individual invoices if you have a special arrangement with a client.

Q: Do reminders stop after the invoice is paid?

Yes, reminders stop automatically once the invoice is marked as paid.

Q: Can I send reminders via WhatsApp?

Currently, automatic reminders are sent via email only. You can send manual WhatsApp messages.