Setting Up Automated Payment Reminders

Ensure timely payments by sending automated reminders to your customers

Late payments can be a hassle, but with automated payment reminders, you can help ensure your customers stay on track. Our reminder feature allows you to set up email notifications that automatically remind your customers about upcoming or overdue payments. You can also send one-time reminders as needed.

How to Set Up Automated Payment Reminders

1. Click < to the right of Billing.
2. In the expanded menu click Settings.
3. Select Reminders.
4. Click Enable to activate the reminder functionality.
5. Choose reminder types
   You can select from three types of payment reminders:
   
   • Before Due Date: Reminds the customer of an upcoming payment.
   • On Due Date: Sends a reminder on the actual due date.
   • After Due Date: Notifies the customer of the overdue payments.
   You can enable all three reminders or choose just one or two, depending on your needs. For each type, you can specify how many days before or after the due date the reminder should be sent.
6. Click Save to ensure the reminders are set up.

Personalising Your Payment Reminders

Would you like to customise the message sent in your reminder emails? You can easily personalise the reminder templates with your own text. Lear how to do that here ➡️ Customise Automatic Emails 

Automated payment reminders are a powerful tool to help you stay on top of your billing process and ensure payments are made on time. By setting up customised reminders, you can reduce late payments, maintain healthy cash flow, and improve customer satisfaction. With just a few clicks, you'll have peace of mind knowing that your payment reminders are automatically taken care of! 🙌