• Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
• Delete a reminder if needed
• Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date

• Go to Settings within Invoices

• Click on Reminder Settings

• Configure below details for every reminder:

1. Reminder Name
2. Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!
3. Edit the Subject of your email
4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
5. Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder
• Delete a reminder if needed or just turn it off using a toggle

Invoice Reminder Behavior & Manual Reminder Handling

1. Invoice Reminder Template Behavior

• The previewed reminder template shown in the Invoice Settings is the correct template used for automated reminders.

• Multiple reminders can be configured (e.g., Reminder 1, Reminder 2), each with its own timing.

• Reminder automations only trigger after they have been enabled.

2. Behavior for Existing Overdue Invoices

• Automated reminders do not apply to invoices that were already overdue before the reminder feature was enabled.

• The system only sends reminders for invoices created after enabling the configuration.

• Previously overdue invoices must be handled manually.

3. Manual Reminder Sending

• Users may manually send a reminder to customers with overdue invoices.

• When sending manually:

  • Selecting the contact will populate only the contact information.

  • Dynamic invoice fields (invoice amount, due date, invoice number) do not auto-populate when sending via manual message composer.

• Manual reminder messaging is recommended only when necessary to avoid template mismatch concerns.

4. Invoice Due Date Configuration

• Updating Invoice Due After (days) in Payment Settings impacts future invoices only.

• Existing invoices—including recurring invoices already generated—are not updated retroactively.

• Any changes apply solely to invoices generated after the update.

5. Key Operational Notes

• Manual action is required for any invoice reminders related to invoices created prior to enabling reminder automation.

• Staff should clarify expectations with users about dynamic field behavior in manual reminder emails.

• Changing due-date settings is not retroactive and should be communicated clearly to users setting up recurring billing.