Send payment reminders

Overdue invoices get a Send reminder button. You can also switch on automatic reminders that go out a set number of days after the due date, until the invoice is paid.

Steps

1. Find an overdue invoice. The Invoices list marks overdue invoices in red. Open one.

   

2. Click Send reminder. The subject and message are ready and the invoice PDF is attached. Type the address if the customer has none saved.

   

3. Click Send. The reminder is listed under Emails on the invoice, with the date.

   

4. Switch on automatic reminders. Open the Emails & reminders tab, tick Send automatic reminders for overdue invoices, and list the days after the due date to send them, for example 3, 14, 30.

   

5. Click Save. Each reminder goes once, in the morning, with the invoice attached, only while the invoice is unpaid and the customer has an email address.

   

Tip On the same tab, set How customers pay you (your bank details). They are printed on every invoice.

Good to know

• Replies to invoice and reminder emails go to the Replies go to address.
• See who is late across all customers in Finance & Accounting → Aged.