Support Center

How do I set up automatic payment reminders on my invoices?

To set up automatic reminders to go out for scheduled payments simply:

  • Click into an invoice and create a payment schedule by specifying the amount(s) to be paid and setting a due date(s)
  • When you click to select the due date, you will see an option to “Add Reminder” at the bottom of that window. Click the button to set a reminder

Pro-tip: You can set more than one payment reminder on a balance due (ex. a reminder 30 days out, 7 days out, day before).

Your clients will receive an email reminder about the payments due on the dates you specified! And, if by chance a scheduled payment goes past due, you will receive an email notification to remind you to follow up.

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