Set Up Invoice Reminders

Handling payment reminders for clients can often feel like a repetitive and time-draining task. But what if you could automate this process? With Invoice Reminders, you can set it up once and let it run automatically. Your clients will receive regular email or SMS notifications, helping them remember to settle their payments. This keeps your cash flow steady and gives you more time to focus on other important aspects of your business.

Steps to Configure Invoice Reminders

1. Navigating to Invoice Reminders: 

To begin, head to the Payments section. Once there, select the Invoices tab and click on the gear icon to enter the settings menu.

2. Customizing Your Reminder Settings: 

Inside the settings, locate the Reminder Configuration section where you can set up your payment reminders.

3. Creating a Reminder Name: 

The first step is to assign a name to your reminder so that it can be easily recognized within your system.

4. Selecting a Messaging Template: 

Choose from existing templates for your email or SMS reminders, or create a custom one by selecting Preview. The subject of the email will be used as the title when sending out reminders.

5. Defining Frequency and Limitations: 

Determine how often the reminders will be sent by setting the Reminder Interval (1) and the Maximum Reminder Count (2) to control how many reminders are sent.

6. Adding Extra Reminders: 

If you need to create additional reminders, click on Add New Reminder and repeat the process. Once satisfied, remember to hit Save to store your settings.

7. Managing or Deleting Reminders: 

To remove a reminder, click the trash icon. Alternatively, if you want to pause or disable a reminder, toggle the switch off. There is a default Invoice Reminder that can only be disabled, not deleted.

How Reminders Are Triggered

Once set up, these reminders are sent to clients who have pending or unpaid invoices, including recurring ones, that do not have autopay or a payment schedule in place.

Why Opt for Invoice Reminders Instead of Workflow Automation?

If you’ve previously used workflows to send reminders, this feature offers a more user-friendly solution. 

Invoice Reminders are simpler to manage, requiring just a toggle to enable or disable them. While workflows may offer more customization, this feature is quick to set up. However, it does come with a limitation—you can’t send reminders indefinitely or to multiple numbers.