Send a payment reminder for overdue invoices

When an invoice is overdue, instead of calling the customer, you can send a polite payment reminder from your panel with one click. The text comes pre-written — you just review and send.

Steps

1. On the control panel Home screen, you'll see a warning if you have overdue invoices; Wictor also alerts you with "Send payment reminder — ready-made draft for overdue invoice". Click the Remind button in the alert.
2. A ready-made reminder draft opens. The subject line reads "Payment reminder — your business name"; the message is a friendly reminder about the invoice.
3. Edit the text if you want — for example, you can add payment options.
4. Click Preview to see how the email looks and click Send.

To see which invoices are overdue, go to the Invoices section and open the Overdue tab; invoice statuses (Sent, Paid, Overdue) are listed there.

tip

Send the reminder with a payment link: if the customer can click a link in the email and pay right away, collection is much faster.

note

Sending a reminder doesn't change the invoice status; the invoice automatically moves to Paid when the customer makes the payment.

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