Automated Invoice Reminders help you maintain a healthy cash flow by automatically following up with clients about unpaid invoices. This feature saves you time and helps ensure timely payments while maintaining professional relationships with your clients.
Key Benefits:
- Automated follow-ups for unpaid invoices
- Customizable reminder schedules and messages
- Professional, consistent communication with clients
- Reduced time spent on payment collection
Setting Up Automated Invoice Reminders
Follow these steps to configure your automatic reminder settings:
- Navigate to Settings > Invoices & Payments.
- Click the check box to enable Invoice Reminders.
For teams: If you don't see this option, use the Team Member Switcher in the bottom left corner to select a different team member. Learn more. - Schedule the cadence of the unpaid invoice reminder. You can select to send the email reminder between 1 day after or up to 8 weeks after the invoice is initially sent.
- You may optionally set up subsequent reminders by clicking Add another.
Depending on your subscription plan, you may add up to three reminders. - You may enable the option to Create a task for me after the final reminder. This will alert you to follow up manually on a client's unpaid invoice(s) if the invoice is still unpaid after the final reminder has been sent.
- Click Save Changes near the top right.
- Changes to scheduled reminders will only apply to future invoices. Existing ones won't be affected.
You can personalize the content of your Invoice Payment Reminder email notifications in the Professional plan and up. Learn more.