Reminders

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:

1. Go to Settings → Reminders
2. Set reminder schedule
3. Customize email templates
4. Enable reminders

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 Templates

Customize reminder emails:

• Add your branding
• Customize messaging
• Include payment links
• Add contact information

Related Tasks