What’s New?
You can now set up automatic payment reminders for your clients - either at the account level (default for all invoices) or customised per invoice. These reminders help ensure that clients are nudged at the right time to make a payment, reducing the chance of invoices going overdue.
Why Use Payment Reminders?
Get paid faster - reduce the number of overdue invoices
Improve cash flow - more predictable revenue from client payments
Reduce manual follow-up - set and forget your follow-up process
How It Works
Account-Level Reminder Settings
Configure your default reminder rules from your Payment Settings. Here you can:
Choose when reminders should be sent
Set how many reminders to send
All Invoice Now and Request Payment flows will use these payment reminder settings by default.
Invoice-Level Reminders
Need to handle a special case or a VIP client? You can override the default settings on a per-invoice basis.
Whenever you send an invoice or create a payment request:
Enable / disable the payment reminders
Set up your own custom reminder timing
This allows greater flexibility while keeping the default process simple for the majority of use cases.
What Happens When an Invoice is Paid?
We’ll automatically stop sending reminders once the invoice is marked as paid. No manual intervention needed.
Best Practices
Set up default payment reminders that suit your business needs
Use invoice-level overrides for sensitive or custom arrangements
Monitor late payments in your dashboard to assess reminder effectiveness
FAQs
Q: Will reminders be sent if a client has already paid?
No. Once an invoice is paid, all future reminders are automatically stopped.
Q: Can I see which reminders were sent?
Yes. Reminder activity is logged in the invoice history for full visibility.
Q: Are payment reminders sent for scheduled payments?
No. We don't send payment reminders for any scheduled payments