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Payment reminders

Automatic payment reminders

Updated over 2 months ago

Invoice maker can send automatic reminders for overdue invoices.

You can set up a reminder via an invoice or under Settings - Client communication - Payment reminders

  • Find an unpaid invoice and click on it

  • Invoice details appear

  • Swipe on the action sheet below to display the full menu

  • Select Send reminder from the list

  • You may be prompted to enter an email address​

  • Reminders are pre-defined and already contain the information about invoice number and due payment.

  • Pre-set when to send a reminder - on a due date, 3 days after a due date, 7 days after a due date

  • You can edit the reminder text under Manage texts

You can enable or disable automatic reminders anytime.

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