Docs » Payment reminders
Payment reminders
Politely (or firmly) nudge clients who haven't paid yet.
Sending a reminder
From the Invoices list, click the ⏰ icon on any sent or overdue invoice. A modal appears with three tone options.
Three tones
| Tone | When to use | Subject line example |
|---|---|---|
| ✓ Friendly Nudge | 1–7 days before due, or 1–3 days late | "Quick reminder — invoice INV-001 due soon" |
| ! Firm Follow-up | 5–15 days overdue | "Following up: invoice INV-001 is overdue" |
| ⚠ Final Notice | 15+ days overdue | "Final notice: invoice INV-001 — please pay or contact us" |
What's in the email
Each reminder includes:
- A polite reminder paragraph (tone-matched)
- Invoice summary card: invoice #, due date, amount
- "View & Pay" button → opens the public invoice page
- Your business signature
Bulk reminders
To send the same reminder to multiple clients at once: select invoices via checkboxes → click ⏰ Send reminder in the bulk action bar → pick a tone. See Bulk actions.
💡 When to send remindersThe most effective cadence: friendly nudge 3 days before due, firm follow-up 7 days late, final notice 21 days late. Then escalate to phone call.