Schedule Reminders for Invoices

One of the most tedious tasks in running a business is reminding your customers to pay you, it takes time and energy away from you that could be better spent. What if you didn't have to do it every time?

With Reminders for Invoices, you can set it up once and forget about it. Your clients will receive an email/SMS from you every few days so they remember to complete payment, and you lower the chances of getting a loss while keeping your time to yourself.

Setting the Reminders Up

This tool will be in the Payments section. Head to the Invoices tab and click the gear icon to access your settings.

Head to Reminder Settings. Here, we can configure the reminder to send out. 

The first step to set up is the Reminder Name for you to identify it in your system.

Then select the Reminder Template for Email and SMS. You can use existing templates to send out to your contacts or create a new one by clicking Preview. The Subject will be used when sending the email reminders.

Set Reminder Frequency

 (1) to define how often the reminder will be sent out and Max Reminders

 (2) for the total number of times it should be sent out. 

You can limit the time the system will send the reminders by setting your Business Hours.

Select whether the Reminders should be sent according to your business or the customer's time zone.

If you want to create additional reminders, click “Add Another Reminder” and repeat the process. 

Please click Save when you have added the desired reminders. 

If at any point you want to delete a reminder, click the Trash Can icon. To pause/disable it instead, toggle the button off. By default, there will be an Invoice Reminder that can't be deleted, only disabled.

For accounts configuring reminders after March 20, 2025, you will see three default reminders. Enable/disable the reminders according to your preference, and customize the templates to align with your branding and business communications. Once you are satisfied, click “Save” to retain your settings.

Now, the Reminders are set and will be sent to any client with unpaid/pending one-time and recurring invoices without autopayment or a payment schedule.

Why Use Reminders for Invoices Instead of Workflows?

If you've been sending reminders with workflows, you might wonder if this is right for you. Setting up Reminders for Invoices is a simpler process; you can enable/disable it with a toggle and don't have to search for the specific action to stop. However, you can't send reminders forever or to additional phone numbers.