Finance
Payment reminders
Email clients about unpaid invoices before and after the due date, without chasing each one by hand.
Payment reminders email your client about an unpaid invoice at the times you choose, so you don't have to chase every invoice yourself.
Turn on the recommended reminders
Agiled suggests a set that works for most businesses: 3 days before the due date, on the due date, and 7 days after it.
- Open Settings › Finance and stay on the Invoices tab.
- Scroll to Invoice Automation › Payment Reminders.
- Select Use recommended reminders.
- Change any timing you like.
- Select Save Settings.
You're done when the reminders are listed under Payment Reminders. Nothing is sent until you save.
Add your own reminder
- In Payment Reminders, select Add Reminder.
- Choose how many days before or after the due date it goes out, or send it on the due date.
- Select Save Settings.
Good to know
- Reminders stop once an invoice is paid.
- A reminder whose day has already passed when you send the invoice is skipped. For example, an invoice sent 2 days before its due date doesn't get the 3-days-before reminder.
- When a client reports a bank transfer, confirm it promptly so they don't get a reminder for money they have sent. See get paid by bank transfer.
- For an invoice with a payment schedule, the due date is the date of the last payment.
- Late fees are set up in the same Invoice Automation section. See taxes and invoice automation.