Remind a customer about an overdue invoice
Send a payment reminder for an overdue invoice with one click, or let MakeHay send reminders for you.
- Where
- Invoices
- Who can do this
- People with the Send invoices & reminders permission
An invoice is overdue when it's been sent, still has a balance, and its due date has passed. It shows a red Overdue badge, and your customer's copy says Past due.
- Step 1: Go to Invoices and click the Overdue filter.
- Step 2: Open the invoice.
- Step 3: Click Send reminder.
Your customer gets an email with the balance, and a pay button if you take online payments.
Good to know: An invoice gets at most one reminder every 7 days and 3 in total. Reminders you send and automatic ones count toward the same limit.
Good to know: Send reminder emails the billing email on the invoice. If there isn't one, click the pencil next to Bill to and fill in Billing email.
Let MakeHay send them for you
Turn on Overdue invoice reminders in Automations. This needs the Manage automations permission. Once an invoice is past due, your customer gets a polite reminder at most once a week. It goes to the billing email on the invoice, or to the customer's main contact if the invoice has none. See Set up automations.
Tip: The Activity card on each invoice shows the reminders already sent and, when automatic reminders are on, the next one coming.