How to Streamline Payments with Automated Invoice Reminders

• Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
• Delete a reminder if needed
• Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
• Go to Settings within Invoices
• Click on Reminder Settings
• Configure below details for every reminder:

1. 1Reminder Name
2. 2Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!
3. 3Edit the Subject of your email
4. 4Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
5. 5Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder
• Delete a reminder if needed or just turn it off using a toggle

Invoice Reminder Behavior & Manual Reminder Handling

• The previewed reminder template shown in the Invoice Settings is the correct template used for automated reminders.
• Multiple reminders can be configured (e.g., Reminder 1, Reminder 2), each with its own timing.
• Reminder automations only trigger after they have been enabled.
• Automated reminders do not apply to invoices that were already overdue before the reminder feature was enabled.
• The system only sends reminders for invoices created after enabling the configuration.
• Previously overdue invoices must be handled manually.

1. 1Manual Reminder Sending

• Users may manually send a reminder to customers with overdue invoices.
• When sending manually:
• Manual reminder messaging is recommended only when necessary to avoid template mismatch concerns.
• Updating Invoice Due After (days) in Payment Settings impacts future invoices only.
• Existing invoices—including recurring invoices already generated—are not updated retroactively.
• Any changes apply solely to invoices generated after the update.
• Manual action is required for any invoice reminders related to invoices created prior to enabling reminder automation.
• Staff should clarify expectations with users about dynamic field behavior in manual reminder emails.