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How to Streamline Payments with Automated Invoice Reminders

Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly…

2 min read405 words3 explained imagesUpdated Mon, 8 Dec, 2025 at 5:42 AM
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On this page
  1. 1. Invoice Reminder Template Behavior
  2. 2. Behavior for Existing Overdue Invoices
  3. 3. Manual Reminder Sending
  4. 4. Invoice Due Date Configuration
  5. 5. Key Operational Notes
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Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.
What's New?
  • Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
  • Delete a reminder if needed
  • Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
How to use?
  • Go to Settings within Invoices
Screenshot 2024-06-12 at 14 What this shows Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number… What this shows Illustrates "How to Streamline Payments with Automated Invoice Reminders". This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Configure below details for every reminder. Image 1 of 3 What to chooseSet up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
Fields in this part of the guide Configure below details for every reminder:Reminder Name
Next stepConfigure below details for every reminder:
Example values
Reminder Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
  2. Delete a reminder if needed
  3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
  • Click on Reminder Settings
Screenshot 2024-06-12 at 14 What this shows Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number… What this shows Illustrates "How to Streamline Payments with Automated Invoice Reminders". This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Configure below details for every reminder. Image 2 of 3 What to chooseSet up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
Fields in this part of the guide Configure below details for every reminder:Reminder Name
Next stepConfigure below details for every reminder:
Example values
Reminder Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
  2. Delete a reminder if needed
  3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
  • Configure below details for every reminder:
  1. Reminder Name
  2. Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!
  3. Edit the Subject of your email
  4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
  5. Set Maximum reminders to limit when the reminder will stop to go
Screenshot 2024-06-12 at 14 What this shows Reminder Name Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! What this shows Illustrates "How to Streamline Payments with Automated Invoice Reminders". This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Reminder Name Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! Edit the Subject of your email Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date] Set Maximum reminders to limit…. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Click on Add New Reminder to add another reminder Delete a reminder if needed or just turn it off using a toggle. Image 3 of 3 What this coversReminder Name Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! Edit the Subject of your email Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date] Set Maximum reminders to limit when the reminder will stop to go
Fields in this part of the guide Configure below details for every reminder:Reminder Name
Next stepClick on Add New Reminder to add another reminder Delete a reminder if needed or just turn it off using a toggle
Example values
Reminder Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
  2. Delete a reminder if needed
  3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
  • Click on Add New Reminder to add another reminder
  • Delete a reminder if needed or just turn it off using a toggle

Invoice Reminder Behavior & Manual Reminder Handling

1. Invoice Reminder Template Behavior

  • The previewed reminder template shown in the Invoice Settings is the correct template used for automated reminders.

  • Multiple reminders can be configured (e.g., Reminder 1, Reminder 2), each with its own timing.

  • Reminder automations only trigger after they have been enabled.

2. Behavior for Existing Overdue Invoices

  • Automated reminders do not apply to invoices that were already overdue before the reminder feature was enabled.

  • The system only sends reminders for invoices created after enabling the configuration.

  • Previously overdue invoices must be handled manually.

3. Manual Reminder Sending

  • Users may manually send a reminder to customers with overdue invoices.

  • When sending manually:

    • Selecting the contact will populate only the contact information.

    • Dynamic invoice fields (invoice amount, due date, invoice number) do not auto-populate when sending via manual message composer.

  • Manual reminder messaging is recommended only when necessary to avoid template mismatch concerns.

4. Invoice Due Date Configuration

  • Updating Invoice Due After (days) in Payment Settings impacts future invoices only.

  • Existing invoices—including recurring invoices already generated—are not updated retroactively.

  • Any changes apply solely to invoices generated after the update.

5. Key Operational Notes

  • Manual action is required for any invoice reminders related to invoices created prior to enabling reminder automation.

  • Staff should clarify expectations with users about dynamic field behavior in manual reminder emails.

  • Changing due-date settings is not retroactive and should be communicated clearly to users setting up recurring billing.

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