Invoice Reminders

Send friendly reminders to clients with unpaid invoices.

Sending a Manual Reminder

1. Go to Invoices
2. Find the unpaid invoice
3. Click the menu (⋯) → Send Reminder
4. Customize the message (optional)
5. Send

Automatic Reminders

Set up automatic reminders to save time:

Enable Auto-Reminders

1. Go to Settings → Invoicing → Reminders
2. Toggle Automatic Reminders ON
3. Configure your schedule

Reminder Schedule Options

Choose when to send reminders:

• X days before due date
• On due date
• X days after due date
• Multiple reminders

Example schedule:

• 3 days before due
• On due date
• 7 days after due
• 14 days after due

Customizing Reminder Messages

Create professional reminder templates:

1. Go to Settings → Invoicing → Reminders
2. Click Edit Template
3. Customize:

• Subject line
• Message body
• Tone (friendly, formal)

1. Save

Sample Reminder Tones

Friendly:

"Hi [Client], just a quick reminder that Invoice #123 is due soon. Let me know if you have any questions!"

Formal:

"Dear [Client], This is a reminder that Invoice #123 for $500 is due on [Date]. Please remit payment at your earliest convenience."

Stopping Reminders

Reminders stop automatically when:

• Invoice is paid
• Invoice is cancelled
• You manually stop them

To stop manually:

1. Open the invoice
2. Click Settings → Stop Reminders

Related Articles:

• Tracking Invoice Payments
• Sending Invoices
• Payment Terms