Invoicing & Payments · updated 2026-08-08
Auto-reminders chase unpaid invoices for you: daily emails and text messages for up to 10 consecutive days with increasing urgency, stopping the moment the invoice is paid.
Before you start
In the "Send Payment Link" modal, leave the "Auto-Reminders (10 days)" toggle on. The helper text confirms: if unpaid, the customer will receive daily reminders via the selected channels (email and SMS) for 10 consecutive days with increasing urgency.
When you send an extra charge as "Send Invoice & Payment Link", the 10-day reminder cycle starts automatically after the invoice goes out.
Reminders start the next morning and repeat daily. Each reminder includes the invoice link so the customer can pay immediately.
Turn the "Auto-Reminders (10 days)" toggle off before clicking "Send Payment Link". The helper text changes to "No automatic follow-up reminders will be sent."
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