Reminders
Automated payment reminders for customers
Learn about automated payment reminders in SettleWise.
What are Reminders?
Reminders are automated email notifications sent to customers about their invoices. They help ensure timely payments and reduce manual follow-up work.
Reminder Types
Pre-Due Reminders
Sent before the invoice due date:
- 7 days before due date
- 3 days before due date
- 1 day before due date
Due Date Reminders
Sent on the invoice due date to remind customers payment is due.
Overdue Reminders
Sent after the due date:
- 3 days after due date
- 7 days after due date
- 14 days after due date
- Final notice
Reminder Schedule
Configure when reminders are sent:
- Go to Settings → Reminders
- Set reminder schedule
- Enable reminders
Common schedule: 7 days before, on due date, 3 days after, 7 days after, final notice.
Reminder Status
View reminder status on each invoice:
- Scheduled: Reminder is scheduled
- Sent: Reminder was sent
- Skipped: Reminder was skipped (invoice paid)
- Failed: Reminder failed to send
Email Content
Reminder emails include:
- Invoice number and amount due
- Due date and payment status
- Payment link (if Stripe is connected)
- Your organization name and contact information
Customizable email templates with editable subject lines, body text, and branding colors are coming in the next version.