Add an invoice reminder

Create up to five invoice reminders of your own to send your customers an email when their invoice is due or overdue.

  1. In the Settings menu, select General Settings.
  2. Under Features, click Invoice Settings.
  3. Click Invoice Reminders.
  4. Select the Email customers when an invoice is checkbox.
  5. Click Add reminder.
  6. (Optional) If you want to send reminders:
    • Before the due date, from Send if an invoice is select due in
    • After the due date, from Send if an invoice is select overdue by
  7. Enter the number of days the invoice is either overdue, or due in. To send a reminder on the day the invoice is due, set the number of days to 0.

    Image of setting up a reminder for an invoice due in 3 days.

  8. (Optional) Edit the email template and insert placeholders (place your cursor in the template, click Insert placeholder and select the placeholder you want).
  9. Click Save. Reminders are now on for your organization. They'll be sent for all invoices that are marked as sent.
If you choose to include PDF invoice links, or not send reminders for smaller amounts, your settings are applied to all reminders - not just your new one.