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How do I set automatic invoice reminders?
How do I set automatic invoice reminders?
Travis avatar
Written by Travis
Updated over a week ago

Automatic invoice reminders can be customized within Account Settings > Email Settings > Email Reminders. They are automatically set to send out an email reminder to your clients one day before a payment is due, and every month for past due payments, but you can customize this to your needs.

Scroll down to the "Invoice Reminders" section to turn these reminders on and set when you'd like each reminder to go out. 

Email Template "Types"

Different email templates are sent to your clients, depending on the circumstances.

Upcoming: Will send X number of days before due date and used the email template type (invoice_upcoming_send)  

Past Due: Will send X number of days after the due date, repeats (never, daily, weekly), and ends after X occurrences. These reminders will use the template type (invoice_due_send)  

Upcoming and Past Due: Only applies to invoices with payment schedules. The client must have 1 payment on the invoice past due, and another payment upcoming due. Applies rules from Upcoming and Past Due individual invoice settings. These reminders use the template type (invoice_due_and_upcoming_send)

As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

* This feature may not be available on all plan types

Keyword Search: Invoice reminders, Reminding my clients a balance is due 

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