Why are my payment reminders turned on?

Your default settings for payment reminders are automatically set to ON. This means that whenever you create an invoice, we automatically send email reminders to your customers to let them know when their payments are coming up, due, or past due.

Data shows that our customers who have their payment reminders turned ON get paid faster and have fewer unpaid invoices. That’s why we recommend that you keep this setting as is.

With your existing settings, we’ll automatically send reminders 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.

You can change the frequency of your payment reminders or turn them OFF at any time. Here’s how:

iOS and Android- Account Level

  1. Tap on the Profile icon in the top right corner
  2. Tap on Client communication
  3. Tap on Payment Reminders 
  4. Select the schedule you’d like for your reminders or toggle them off completely 

Web- Account Level 

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Under Settings, click on Client communication
  4. Select the schedule you'd like for your reminders, or toggle them off completely 
  5. Click Save

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- Invoice Level

  1. Open your Invoice
  2. Tap on Edit 
  3. Tap on your Client
  4. Toggle Payment Reminders off/on
  5. Tap Save

Web- Invoice Level

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