Chasing customers for payment is one of the most tedious parts of running a business. It takes time and energy that you could put to much better use. What if you didn't have to do it every time?
With Reminders for Invoices, you set it up once and let the CRM handle it. Your clients receive an email or SMS reminder every few days, keeping payment front of mind and reducing the chance of a loss, without you having to lift a finger.
Setting the Reminders Up
This tool lives in the Payments section. Head to the Invoices tab and click the gear icon to access your settings.
Head to Reminder Settings. From here, you can configure the reminder to send out.
The first step is to give it a Reminder Name so you can identify it in your system.
Then select the Reminder Template for Email and SMS. You can use existing templates or create a new one by clicking Preview. The Subject will be used when sending email reminders.
Set Reminder Frequency (1) to define how often the reminder will be sent out, and Max Reminders (2) for the total number of times it should be sent.
You can limit when the system sends reminders by setting your Business Hours.
Select whether reminders should be sent according to your business or the customer's time zone.
If you want to create additional reminders, click "Add Another Reminder" and repeat the process.
Click Save when you've added the reminders you want.
If you ever need to delete a reminder, click the Trash Can icon. To pause or disable it instead, toggle the button off. By default, there will be an Invoice Reminder that can't be deleted, only disabled.
For accounts configuring reminders after March 20, 2025, you will see three default reminders. Enable or disable them according to your preference, and customise the templates to align with your branding and business communications. Once you're happy, click "Save" to retain your settings.
The reminders are now active and will be sent to any client with unpaid or pending one-time and recurring invoices that don't have autopayment or a payment schedule in place.
Why Use Reminders for Invoices Instead of Workflows?
If you've been sending reminders via workflows, you might be wondering whether this is the right move. Setting up Reminders for Invoices is a simpler process; you can enable or disable it with a toggle and don't need to hunt for a specific action to stop it. That said, you can't send reminders indefinitely or to additional phone numbers.