Set Up Payment Reminders
Configure automated payment reminders for customers
Set Up Payment Reminders
Learn how to configure automated payment reminders for your invoices.
Video coming soon2:00
When to Use This
Use this workflow when:
- You want to automate payment follow-ups
- Setting up reminder schedules for your organization
- Configuring reminder templates
Before You Start
Make sure you have:
- Admin access to organization settings
- Reminder schedule preferences
- Email templates (optional)
Steps
Navigate to Settings
Go to Settings → Reminders to access reminder configuration.
Configure Reminder Schedule
Set up when reminders should be sent:
- Days before due date
- Days after due date
- Frequency of follow-ups
Common schedules: 7 days before, on due date, 3 days after, 7 days after.
Customize Email Templates
Optionally customize the reminder email templates with your branding and messaging.
Enable Reminders
Toggle Enable Reminders to activate automated reminders for all invoices.
Reminder Types
- Pre-Due Reminders: Sent before the invoice due date
- Due Date Reminders: Sent on the due date
- Overdue Reminders: Sent after the due date
- Final Notice: Sent after multiple overdue reminders
Using the AI Assistant
You can also configure reminders using natural language:
"Configurar recordatorios 7 días antes y 3 días después del vencimiento"
The assistant will help you set up the schedule.
What Happens Next
- Reminders are scheduled automatically
- Customers receive email reminders
- Reminder history is tracked
- You can view reminder status on invoices
Related
- Reminders Feature - Learn about reminder capabilities
- Admin - Reminder Configuration - Advanced reminder settings
- Organization Settings - General organization configuration