If you've ever stared at a blank email draft trying to figure out how to ask a client for money without sounding pushy or desperate — this is for you. Enable reminders in Settings once, and the system handles everything: friendly nudge on day 1, professional follow-up by week 2, firm final notice after 21 days. Each email is personalized with the client's name, invoice number, amount, and days overdue. You don't write a single 'just checking in' email.
Auto payment reminders send a friendly nudge on day 1, a professional follow-up by week 2, and a firm final notice after 21 days. Each email is personalized with the client's name, invoice number, amount, and days overdue, and every send is logged.
Reminders run on the fixed day 1, day 7, and day 21 schedule. If your process needs different timing, those emails are sent manually.
When an invoice due date passes without payment, the system automatically marks it as OVERDUE and schedules the first reminder based on your configured frequency.
Reminders start friendly ('Hi [Client], just a quick nudge...'), become professional ('Following up on invoice #123...'), and eventually firm ('This invoice is now 21 days past due...'). You never have to write a reminder email again.
When the client pays and you mark the invoice as PAID, all future reminders for that invoice are automatically cancelled. No awkward 'please disregard' follow-ups.
You hate asking for money. The AI does it for you — polite, professional, and persistent. No awkward conversations, no strained client relationships, just automated follow-up.
You send 20+ invoices per month and can't manually track which ones are overdue. The AI monitors all of them simultaneously and sends reminders only when needed.
Your client is in a different timezone and reminders need to be timed right. Configure the AI to send reminders during business hours in your client's timezone.
The AI generates reminder emails automatically based on a tone template (friendly/professional/urgent) and fills in the specific details (client name, invoice number, amount, days overdue). You can configure the tone levels and frequency in Settings. Full custom template editing is on the roadmap.
No. You can toggle reminders off for any specific invoice. If you've made a verbal agreement with a client to pay later, simply disable reminders for that invoice and they won't receive any automated follow-ups.
Every reminder email is logged in the invoice history. You can see the date, time, and content of each reminder sent. The invoice detail page shows the complete communication timeline.
If a reminder email fails (invalid client email, delivery failure, etc.), the system logs the failure and alerts you in the dashboard. You can then verify the client's email address and manually resend.