Schedule Payment Reminders

Invoice2go payment reminders help you get paid faster by sending automatic email reminders to let your customers know it's time to pay the invoices you've sent them.

The timing of your payment reminders can be managed in "Client Communication" within account settings.

Payment_Reminders_iOS.png

 

Payment reminders are sent to your clients 3 days before, on the due date, and 3 and 7 days after an invoice is due if payment has not yet been received. Scheduled payment reminders will not be sent to your customer once an invoice has already been marked as fully paid, either manually or paid through the Invoice2go debit and credit card payment option.

In order for any payment reminder to be successfully sent, you must provide a valid email address for your customer in the invoice. Once scheduled, all reminders will be emailed to your customers at 7 a.m. locally (your time zone).  

To use payment reminders, you must have a Standard, Advanced, or Unlimited subscription plan. If you are on the Invoice2go Lite Plan, upgrade to use payment reminders.

iOS and Android 

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Tap on Client communication
  3. Tap on Payment reminders
  4. Toggle on/off Payment reminders
  5. Select the schedule you want to set up for your payment reminders
  6. Tap on Send me a preview to receive an example payment reminder

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Click on Client communication
  4. Toggle Payment reminders on/off
  5. Select the schedule you want to set up for your payment reminders
  6. Click on Send me a preview to receive an example payment reminder
Have more questions? Submit a request