Automatic payment reminders

The app can email customers about unpaid invoices for you, on weekday mornings around 9am, even when your phone is off.

Switch them on

1. Go to Settings › Emails and find Payment reminders. On a phone, Settings is on the You tab.
2. Switch on Remind customers about unpaid invoices.
3. Check the wording under Reminder emails. Each one can include a Pay now link when card payments are set up, and your bank details with the payment reference.

When they go

• On the due date.
• 7 days late.
• 14 days late.
• At 21 days late there are no more emails. You get a “Call this customer” item instead.

Reminders start once the invoice is sent, and only when it has a due date and a customer email. Each one is logged on the invoice.

Pause or stop them

• One invoice: open the invoice. Under Reminders you see when the next one goes. Tap Pause, and Resume to start them again.
• One customer: on their contact, switch on Don’t send payment reminders.

Good to know

• Late-payment interest wording adds the late-payment interest line to the last reminder. It only goes to business customers, meaning invoices with a company name on them, never home customers.
• Reminders pause by themselves while a card payment on the invoice is disputed.
• Follow up estimates, in the same place, sends one email 5 days after an estimate goes out, if the customer hasn’t opened or answered it.