How do payment reminders work?
Set up automated payment reminders to ensure your clients receive timely notifications when their payments are due.
Automated payment reminders is one of the best parts about the Invoicing & Financials module. (I mean, there’s a lot to love, but seriously—this one’s a lifesaver!)
With automated reminders, you no longer have to:
❌ Manually check your bank account to see if a payment came in.
❌ Or, check your mailbox to see if the check arrived.
❌ Send awkward “gentle nudges” reminding clients that payment is due.
❌ Rely on sticky notes, calendar alerts, or endless task reminders to follow up on invoices.
Once you start using this feature, you can update your Task Set to remove the tasks about sending payment reminders and follow-ups - because the system will automatically take care of this for you now.
Step-By-Step Instructions
- When creating an invoice, go to the Send tab.
- Toggle on Payment Reminders.
- Adjust the reminder schedule to your preference.
- The payment reminder cadence can be saved as part of your invoice templates so you don't have to individually configure them each time.
- Click Send Invoice.
- Choose Share via Email on the share modal. Payment reminders only work when sharing via email.
- You can add and remove recipients as needed and send the invoice to multiple people.
- You can use the default message text or create and use your own email templates.
- Hit Send.
- Once a payment is made, reminders automatically stop—no manual follow-ups required!
Send History
- You can view the send history at the bottom of the Send tab.
