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.