Setting Up Payment Reminders

Automatic Payment Reminders

Payment reminders help you get paid faster by automatically notifying clients about upcoming or overdue invoices. This feature is available on the Pro plan.

Creating a Reminder Rule

1. Go to Settings > Payment Reminders
2. Click Add Reminder Rule
3. Configure:
   • Timing: Before due date, on due date, or after due date
   • Days: Number of days before/after
   • Email template: Customise the message

Example Setup

A common reminder schedule:

• 3 days before due date — Friendly heads-up
• On due date — Payment now due
• 7 days after — First overdue notice
• 14 days after — Final reminder

How Reminders Work

• Reminders are processed automatically each morning (08:00 UTC)
• Each reminder is checked against outstanding invoices
• Only Issued invoices with unpaid balances trigger reminders
• Paid and draft invoices are skipped

Manual Reminders

You can also send one-off reminders manually:

1. Open the invoice detail page
2. Click Send Reminder
3. Customise the email if needed
4. Click Send

Important: Each reminder email counts towards your monthly email quota. Free plan: 5 emails/month. Pro plan: unlimited.

Tracking Sent Reminders

View the reminder history for each invoice on its detail page. You can see:

• When each reminder was sent
• Which rule triggered it
• Delivery status