Setting Up Payment Reminder Emails

Automated Payment Reminders

Payment reminders help reduce late payments and improve your cash flow without awkward conversations.

Setting Up Payment Reminders

1. Go to Settings → Workflows
2. Click Create Workflow
3. Select "Invoice Due" as trigger
4. Choose "Send Email" as action
5. Set the timing (e.g., 3 days before due)
6. Customize the email template
7. Activate the workflow

Reminder Schedule Examples

• Upcoming Due - 3 days before due date
• Due Today - On the due date
• Just Overdue - 1 day after due date
• Follow-up - 7 days overdue
• Final Notice - 14 days overdue

Customizing Reminder Emails

Personalize your reminders:

• Use a friendly, professional tone
• Include invoice details automatically
• Provide a direct payment link
• Mention late fee policy if applicable

Email Template Variables

Dynamic content you can include:

• {client_name} - Client's name
• {invoice_number} - Invoice reference
• {amount_due} - Outstanding balance
• {due_date} - Payment due date
• {payment_link} - Direct payment URL

Best Practices

• Start with gentle reminders
• Increase urgency for overdue invoices
• Always include payment link
• Be professional, never aggressive
• Consider client relationships

Stopping Reminders

Reminders automatically stop when:

• Invoice is marked as paid
• Invoice is cancelled
• You manually disable the workflow for that invoice