How to send payment reminders

Steps

1. Open Dashboard and choose Invoices.
2. On the invoice’s row, select Remind now. It is the main action on an overdue invoice and sits in the menu for other unpaid ones.
3. For an invoice you sent as a tracked link to a client email, a box titled “Send a reminder” shows who it goes to and the subject. Select Send it, or Not now.
4. Without a tracked link and email, the same action opens your own mail app, Gmail, Outlook or WhatsApp with the message filled in.

Limits

You can send three reminders per document and twenty a day. Reminders are sent from billing@reminders.invoicetools.com with your business as the display name, and replies go to your reply-to address.

Pause automatic reminders

The free plan includes automatic reminders. To stop them for one invoice, open its menu and choose Pause reminders for this invoice. To stop them for a client, switch off automatic reminders on the client’s page. A chip on the row says when reminders are paused.

Your own wording and timing (Pro and Business)

In Account under Plan, Your own reminder wording and timing lets you set up to three reminders after the due date, starting at 0, 7 and 14 days, plus one optional heads-up 1 to 14 days before. You can use {client}, {number}, {amount}, {due_date}, {business} and {pay_link} in the text. Select Save reminders.

Common problems

• The reminder would not send.

  See reminder was not sent.