Set Up Payment Reminders

Keep overdue invoice follow-up moving with clear, timely payment reminders.

Before you start

Confirm the invoice recipient, due date and payment instructions before sending a reminder.

Dashboard → Sales → Invoices

Navigate to the relevant workspace area.

Open an overdue invoice. Review the information shown before continuing to the next step.

Review the outstanding balance and client details. Review the information shown before continuing to the next step.

Choose the appropriate reminder interval. Review the information shown before continuing to the next step.

Send the reminder and monitor payment status. Review the information shown before continuing to the next step.