Managing your Payment Reminder Preferences

The default setting for payment reminders is automatically set to on. This means that whenever you create an invoice, we will automatically send email reminders to your clients to let them know when their payments are coming up, due, or past due.

By default, we’ll automatically send reminders to your clients,

  • 3 days before the due date
  • On the due date
  • 3 days after the due date
  • 7 days after the due date

Payment reminders will only be sent if an invoice has not yet been fully paid

You can change the frequency of your payment reminders or turn them off at any time. Additionally, you can turn payment reminders off for individual documents. 

Account Level

iOS and Android 

  1. Tap the Profile icon in the top right corner of the home screen
  2. Tap Client communication
  3. Tap Payment reminders 
  4. Select the frequency you’d like for your payment reminders to be sent out, or toggle them off completely 
    • You can send yourself a preview of what your payment reminders will look like by tapping Send me a preview
  5. Tap the back arrow in the top left corner to save your changes

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Under Settings, click on Client communication
  4. Under Reminders, select the frequency you'd like for your payment reminders to be sent out, or toggle them off completely 
    • You can send yourself a preview of what your payment reminders will look like by clicking on Send me a preview
  5. Click on Save

Invoice Level

You can also turn payment reminders off for specific invoices if you do not want them to send to particular customers. Here’s how:

iOS and Android

  1. From the invoice creation screen tap on your Client
  2. Toggle Payment Reminders off/on
  3. Tap Save

Web

  1. Open your Invoice
  2. From the Preview or Send tab, check or uncheck the box labeled, Send payment reminders under payment options
  3. Click on Save and close 

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