How to track payments and send reminders
Monitor outstanding invoices and automate payment reminders. Never chase late payments manually again.
Steps
- Go to Invoices to see the payment status of all your invoices.
- Each invoice shows: Draft, Sent, Viewed, Paid, or Overdue.
- Click on any invoice to see the payment timeline and client activity.
- Enable automatic payment reminders under Invoice Settings.
- Set reminder intervals: 3 days before due, on due date, and 3 days overdue.
- Customize the reminder email text.
- For stubborn overdue invoices, send a manual follow-up from the invoice page.
💡 Tip: Gentle automated reminders recover most overdue payments without awkward personal conversations.
FAQ
Q: Can I see when a client has viewed the invoice?
Yes, the invoice status changes to Viewed when the client opens the invoice link.
Q: What happens when a payment is received?
You receive an email notification and the invoice status updates to Paid automatically.
Q: Can I apply a late fee?
You can add late fees manually by editing the invoice and adding a late fee line item.
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