One of the most tedious tasks in running a business is reminding your customers to pay you—it takes time and energy away from you that could be better spent. What if you didn’t have to do it every time?

With Reminders for Invoices, you can set it up once and forget about it. Your clients will receive an email/SMS from you every few days so they remember to complete payment, and you lower the chances of getting a loss while keeping your time to yourself.

Setting the Reminders Up #

• This tool is in the Payments section. Head to the Invoices tab and click the gear icon to access your settings.
• Head to Reminder Settings. Here, you can configure the reminder to send out.
• The first step is the Reminder Name, for you to identify it in your system.
• Then select the Reminder Template for Email and SMS. You can use existing templates to send out to your contacts or create a new one by clicking Preview. The Subject will be used when sending the email reminders.
• Set Reminder Frequency to define how often the reminder will be sent out and Max Reminders for the total number of times it should be sent out.
• You can limit the time the system will send the reminders by setting your Business Hours.
• Select whether the 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 have added the desired reminders.

If at any point you want to delete a reminder, click the Trash Can icon. To pause/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/disable the reminders according to your preference, and customize the templates to align with your branding and business communications. Once you are satisfied, click “Save” to retain your settings.

Now the reminders are set and will be sent to any client with unpaid/pending one-time and recurring invoices without autopayment or a payment schedule.

Why Use Reminders for Invoices Instead of Workflows? #

If you’ve been sending reminders with workflows, you might wonder if this is right for you. Setting up Reminders for Invoices is a simpler process; you can enable/disable it with a toggle and don’t have to search for the specific action to stop. However, you can’t send reminders forever or to additional phone numbers.

Frequently Asked Questions #

Where do I set up invoice reminders? #

Go to the Payments section, open the Invoices tab, click the gear icon, and head to Reminder Settings to configure your reminders.

How do I control how often reminders are sent? #

Use Reminder Frequency to set how often a reminder goes out and Max Reminders to cap the total number of times it is sent.

Which invoices will reminders be sent for? #

Reminders are sent to clients with unpaid or pending one-time and recurring invoices that do not have autopayment or a payment schedule.

Can I delete the default invoice reminder? #

No. The default Invoice Reminder cannot be deleted, but it can be disabled by toggling it off.

Can I control the times of day reminders are sent? #

Yes. You can set Business Hours to limit when reminders go out and choose whether to use your business time zone or the customer’s time zone.

How is this different from sending reminders with workflows? #

Invoice reminders are simpler to manage with a single toggle, whereas workflows offer more flexibility, such as unlimited reminders or sending to additional phone numbers.