Schedule Payment Reminders

Invoice2go automatically schedules payment reminders according to your payment reminder schedule when you email an invoice. If you change the due date of the invoice and resend it to your customer, payment reminders will reschedule accordingly — we won’t send any payment reminders for paid invoices.

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

You have the following options to schedule payment reminders:

  • 3 days before invoice is due
  • On invoice due date
  • 3 days after invoice is due
  • 7 days after invoice is due

In order for any payment reminder to be scheduled, 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 (using your time zone). 

If your invoice has a payment reminder scheduled, you will receive a notification the day before the reminder is sent to send in case you want to cancel it (by turning payment reminders off at the invoice level).

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.

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 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 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
  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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