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Set up payment reminders

Automatic payment reminders

Remind clients about unpaid invoices - either manually, or automatically once an invoice is overdue.

Reminders are ready-made and already include the invoice number and the amount due.

Send a reminder now

  • Open an unpaid invoice

  • Swipe up on the menu at the bottom to see all the options

  • Tap Send reminder

  • If you're asked for an email address, enter your client's

Set up automatic reminders

  • Open Settings (⚙️)

  • Tap Client communication > Payment reminders

  • Choose when reminders go out - on the due date, 3 days after, or 7 days after

  • To change the wording, tap Manage texts

You can turn automatic reminders on or off at any time.

Note: reminders only go to clients with an email address saved. See how to add a client

Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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