Automatic payment reminders

Turn it on

1. 1

   Go to Settings › Automatic reminders.

2. 2

   Set the Mode to Rehearsal (nothing sent) first.

3. 3

   Set up your Reminder steps, edit the message for each step, then click Save rules.

4. 4

   Click Rehearse now to see which invoices reach a step today.

5. 5

   When you're happy, switch the mode to Live.

In rehearsal, the rules run fully but messages stay in the outbox and never reach clients.

Reminder steps

Each step is tied to the invoice due date: before it is due, on the due date, or a number of days overdue. Click a variable below the message to insert it, and real values are filled in when sending. Every step stops as soon as the invoice is marked paid.

More options

• Sending window: only send during set hours in your workspace time zone, optionally on weekdays only.
• Stop once the client has viewed it: if the client opened the bill but hasn't paid, reminders stop and a task to call them is created.
• Adapt to history: clients who have always paid on time (3 or more invoices) skip the before-due and due-date reminders.
• Chat first: send through LINE or Telegram first if the contact has linked one.

Pause one invoice or one client

In the invoices table, use Stop reminders for this invoice from the row menu. On a client page, use Pause reminders for this client. Turn them back on with Resume automatic reminders.