Sending a Payment Reminder

If a customer has not paid and the due date is approaching (or passed), sending a reminder is the fastest way to get paid. Here is how.

Manual Reminder

1. Open the invoice from Dashboard → Invoices
2. Tap Send Reminder
3. Review the default message (or customize it)
4. Tap Send

The customer receives a text message with the invoice link and the amount due.

Default Reminder Message

"Hi [Customer Name], just a friendly reminder that Invoice [#] for $[amount] is due. You can pay here: [link]. Thank you!"

Automatic Reminders

To set up automatic follow-ups without manual effort:

1. Go to Settings → Invoices → Payment Reminders
2. Enable reminders and set the timing:

• Reminder 1: 3 days before due date
• Reminder 2: On the due date
• Reminder 3: 7 days after due date (overdue)

1. Save

Once enabled, reminders go out automatically for every invoice that matches the timing.

Best Reminder Timing for Contractors

Based on contractor payment data, the most effective reminder sequence:

• Day 14 after sending (for Net 30 terms)
• Day 30 (due date)
• Day 37 (one week overdue)
• Day 45 (two weeks overdue) — consider calling instead of texting

When Reminders Are Not Enough

If a customer ignores 3+ reminders, escalate to a phone call. Texting creates a paper trail but a direct conversation is often more effective for larger amounts.