Remind customers about overdue invoices
Overdue invoice reminders email the customer after the due date, at most one every 7 days and three per invoice. You can send one yourself too.
- Where
- Automations
- Who can do this
- Owners, and people with the Manage automations permission
Overdue invoice reminders send the customer a polite reminder with the balance once an invoice is past its due date, with a pay button if you take online payments.
- Step 1: Open Automations from the main menu.
- Step 2: Turn on the switch next to Overdue invoice reminders.
There is nothing else to set. The timing is fixed:
- The first reminder goes out the day after the due date.
- After that, at most one every 7 days, and no more than three per invoice.
- Reminders stop once nothing is owed or the invoice is voided.
- No reminder goes out while a bank payment on the invoice is still processing.
- Each one goes to the invoice's Billing email, or else the customer's primary contact.
- Not to a customer who unsubscribed from your automated emails.
See the next reminder
On an invoice's page, Activity shows the next reminder as an Overdue reminder scheduled row (Next reminder scheduled after the first), marked Upcoming, with its date and which one it is, like 1 of up to 3. Click Preview email on that row to read it.
Send a reminder yourself
On an overdue invoice, click Send reminder to email the same reminder now. It goes only to the invoice's Billing email, so add one first if it's blank. It counts toward the three, and it can't go out within 7 days of the last one or to a customer who unsubscribed. Sending it needs the Send invoices & reminders permission.
Tip: The reminder uses the Overdue invoice reminder email in Settings › Emails. Change its wording there.