Automating payment reminders for late invoices

Chasing late invoices by hand is the fastest way to let money slip. Automated reminders send polite, on-brand nudges on a schedule you set, so customers pay sooner and you stop playing collections.

Build a reminder schedule

1. Go to Settings, Invoicing, Reminders.
2. Turn on Automatic reminders.
3. Add the points you want to send at, for example three days before due, on the due date, and seven days past due.
4. Choose email, text, or both for each step.

Write messages that get paid

Each step uses a template you control. Keep the tone friendly and make paying effortless by leading with the pay link.

• Use merge fields like customer name, amount due, and due date so every message feels personal.
• Put the Pay now button near the top so it is one tap to settle up.
• Keep early reminders light, and make later ones a bit firmer.

Handle exceptions

Sometimes a customer needs a little more time. You can pause reminders on a single invoice without turning off the automation for everyone else.

1. Open the invoice and click Pause reminders.
2. Add an optional note so your team knows why.
3. Resume any time, and the schedule picks back up where it left off.

Check Invoicing, Aging to see which accounts are still open and how reminders are moving them toward paid.