Open Payments: Go to the payments tab on the left
Select Invoices: Navigate to Invoices & Estimates > All Invoices > Settings
Reminder Settings: Select reminder settings.
Turn On Reminders: Use the toggle to enable invoice reminders.
Note: Invoice reminders apply to all one-time and recurring invoices where auto payment is disabled and no payment schedule exists.
Edit Reminder Name: In the first field, enter a name for your reminder, such as "Payment Reminder 1."
Select Templates: Choose an email or SMS template from the dropdown menu. If you haven't created any, use the default templates.
Edit Subject Line: Customize the subject line of your reminder emails.
Set Custom Values: Add any custom values for personalization, such as your company name or the client’s invoice due date.
Set Reminder Frequency: Define how often the reminders should be sent, e.g., every 3 days after the invoice is overdue.
Maximum Reminders: Set the maximum number of reminders to be sent, such as five.
Add More Reminders: Click on the "Add Another Reminder" button to create additional reminders.
Configure Reminder Two: Repeat the steps above for each additional reminder, adjusting names, templates, subject lines, and frequencies as needed.
Preview Templates: Use the preview option to see how your email or SMS templates will look before finalizing them.
Save Changes: Ensure all your configurations are saved.
Toggle Reminders On/Off: If you change your mind about a reminder, you can easily turn it off using the toggle switch.
Delete Reminders: Remove any unnecessary reminders by clicking the bin icon next to them.
Apply Changes: Note that any changes will apply to all new invoices created after the adjustments.
Automated invoice reminders help ensure that payments are received on time, which is essential for maintaining a positive cash flow.
By automating the reminder process, you can save valuable time and resources that would otherwise be spent on manual follow-ups.
Consistent, polite reminders help maintain a professional relationship with clients, reducing the likelihood of payment delays and misunderstandings.
You can tailor reminders to fit your brand’s voice and message, ensuring clear communication with your clients.
Personalize Messages: Use custom values to personalize your reminders. This can include the client's name, invoice amount, and due date.
Test Before Automating: Send test reminders to yourself or a colleague to ensure everything looks and functions as expected.
Consistent Follow-Up: Set a reasonable frequency for reminders to avoid overwhelming your clients but still keep the payment top of mind.
Monitor and Adjust: Regularly review the effectiveness of your reminders and make adjustments as necessary to improve response rates.
Small businesses can benefit significantly from automated reminders by reducing the time spent on chasing payments and focusing more on growth and client satisfaction.
Freelancers who manage multiple clients and projects can ensure timely payments and maintain a steady cash flow with minimal administrative effort.
For large enterprises with extensive client lists, automated reminders streamline the payment follow-up process, ensuring no invoice is overlooked.
A: Yes, you can disable reminders for specific clients or invoices by adjusting the settings for those particular entries.
A: Custom templates can usually be created in the marketing or templates section of your invoice management system. Ensure they are saved and available in the dropdown menu during reminder setup.
A: Once a payment is recorded, the system typically stops sending further reminders for that invoice.
