You can enable and schedule automated Payment Reminders to help clients stay on track and reduce the need for manual follow-ups. Here's how to enable, customize, and send reminders when sharing an Invoice.

Enable Payment Reminders

Payment Reminders are disabled by default but can easily be enabled and configured by following the steps below.

1. Click Edit next to the relevant Invoice.
2. Navigate to the Send tab.
3. Toggle on the Payment Reminders option.
4. 1. By default, reminders will be sent to whoever was listed as the Billed To contact from the General Info tab, but this can be edited from the Send tab > Select Recipients section.

Reminder Cadence (Optional)

By default, Safari Portal provides a standard reminder cadence. However, you can customize this to fit your needs:

• Choose when the first reminder should go out (e.g., 14 days before any due date).
• Add multiple reminders—for example, every 2 days until the payment is received.
• You can add as many reminders as you'd like.
• As soon as the payment is made, all scheduled reminders are automatically disabled.

📌 Note: The payment reminder cadence can be saved as part of your invoice templates so you don't have to individually configure them each time.

Tips & Tricks 💥

• To schedule a payment reminder without sharing the invoice via email right away, simply toggle on Payment Reminders—that’s it! Reminders will be sent automatically to whoever is listed in the Select Recipient(s) section for any unpaid payments based on your chosen payment reminder cadence.
• Once a payment is made, reminders automatically stop—no manual follow-ups required!
• If you Share via Email, you’ll automatically receive a copy of the email if the BCC me when I use the Send via Email option setting is enabled in your account.

• You can view the send history at the bottom of the Send tab.

Keywords: Payment Reminders, enable, schedule, cadence, share invoice