Payment reminders
Ping a customer who still owes on a Standard Invoicing invoice. Team defaults live under Payment Reminder Settings.
- Open the invoice in Invoicing.
- Click Send Reminder.
Overdue invoices can show the Invoice Overdue banner. The invoice filter includes Delinquent.
To set defaults, go to Admin → Invoices → Payment Reminder Settings. Admin → Invoices also includes General, Template, and Message Template.
Send Reminder is not the same as Send via Email or Send via SMS. Those issue the invoice and create the payment link. Send Reminder follows up after the invoice is already out.