Want to automatically remind your client that they have an invoice to pay? You can have payment reminders sent Day(s) before due date, On due date, or Day(s) after due date. Up to 5 payment reminders can be added to an invoice.
When you create your first invoice the default payment reminders are 3 days after due date and 7 days after due date. However, once payment reminders are edited, that will become the default for the next invoice created. Payment reminders can be edited while creating a new invoice or editing a scheduled or draft invoice.
To edit the payment reminders on the mobile app:
- Go to"More" in the bottom right of the screen
- Click “Invoices”
- Click “Create an Invoice" or Edit your Scheduled or Draft Invoice
- Click “Edit” next to “Payment Reminders” under the “Payment Options”
- Edit the existing reminders, add a new reminder by clicking “Add a reminder”, or delete a reminder by clicking on the “x”.
- Click on the drop-down arrow to switch between Day(s) before due date, On due date, or Day(s) after due date.
- Click “Save”
To edit the payment reminders on the web:
- Click on the "Invoices" tab
- Click "New Invoice" or Edit your Scheduled or Draft Invoice
- Click “Edit” next to “Payment Reminders” under the “Payment Options”
- Edit the existing reminders, add a new reminder by clicking “Add a reminder”, or delete a reminder by clicking on the “x”.
- Click on the drop-down arrow to switch between Day(s) before due date, On due date, or Day(s) after due date.
- Click “Save”
Payment reminders will not be sent once an invoice is paid. Automatic payment reminders can not be changed after an invoice is sent. To learn how to send a manual payment reminder, click here.