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 settings.

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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 Pro, Enterprise, or Unlimited subscription plan. If you are on the Invoice2go Starter Plan, upgrade to use payment reminders.

 

iPhone and iPad

  1. From the side navigation menu, tap on Settings
  2. Under the Company section, 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

    *Available for versions iOS 9.4.0 and later 

Android

  1. From the side navigation menu, tap on Settings
  2. Under the Company section, 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

 *Available for versions Android 8.5.0 and later

Web

  1. From the side navigation menu, click on Settings
  2. Under the Company section, click on Client communication
  3. Toggle Payment reminders on/off
  4. Select the schedule you want to set up for your payment reminders
  5. Click on Send me a preview to receive an example payment reminder

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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