Smart Payment Reminders
Automate payment follow-ups and get paid faster
Available on Basic, Pro, Premium, and Lifetime plans
Smart Payment Reminders help you get paid faster by automatically sending payment reminders to your customers before, on, and after invoice due dates.
- •Automated Scheduling: Reminders are automatically scheduled based on invoice due dates
- •Multi-Channel Delivery: Send reminders via Email or WhatsApp
- •Smart Timing: Customize when reminders are sent (before, on, or after due date)
- •Intelligent Skipping: Reminders are automatically skipped if invoice is already paid
- •Escalating Messages: Different message tones for friendly reminders vs. overdue notices
Key Features:
Default Reminder Schedule: When you enable reminders for an invoice, the system creates: 1. 3 days before due date - Friendly heads-up reminder 2. 1 day before due date - Urgent reminder 3. On due date - Payment due today notice 4. 1 day after due date - First overdue reminder 5. 3 days after due date - Follow-up overdue reminder 6. 7 days after due date - Final overdue notice
Pro Tips
- Invoices must have a due date set to use payment reminders
- Configure email/WhatsApp integrations in Settings first
- Reminders are automatically cancelled when invoice is marked as PAID