Set up automatic reminders

Automatic reminders email your client when an unpaid invoice is due or overdue. You set the schedule once; Trueinvoice sends the follow-ups. On due date is on by default for new accounts.

1. Choose when to remind

1. Open Settings → Invoice Configuration → Overdue Reminder.
2. Turn on any combination of On due date, After 3 days, and After 7 days.
3. Tap Save.

2. When reminders actually send

Reminders only go out when all of these are true:

1. The invoice is Sent or Partially Paid (Draft and Paid are skipped).
2. The contact has a valid email.
3. The invoice still has a balance due.

Each enabled schedule sends at most once per invoice. Record a payment (or a Stripe payment) to Paid and later reminders stop. Set default due days so new invoices get a consistent due date.

Related

• Configure invoice defaults — due days, payment info, notes
• Add a contact — email required for reminders
• Create an invoice
• Record a payment — mark paid to stop further reminders
• Share via link, PDF, or email