Set up automatic messages to be sent to your clients when their invoices are late. Late invoice reminder messages can be enabled for all invoices or you can send, enable, and edit reminders for individual invoices. 

Default automatic reminder messages for all invoices

Under Invoices > Configure > Messages, Administrators can set up a default reminder to be sent automatically whenever an invoice is late, on the days you choose. To set up default invoice reminders, Administrators can:

1. Go to Invoices > Configure > Messages and scroll to Reminder message.

2. Check the box next to Automated reminder and select how often you want the reminder to send.

   • For example, if you choose to send reminders when the invoice is 3 days late and every 7 days after, that means the second reminder will go out 7 days after the first. So, if an invoice is due on the 1st of the month, the first reminder will go out on the 4th, and the second will go out on the 11th.

3. Customize your message as you like. You can use any of the variables listed at the top of the page.

4. Click the Save messages button.

Note that in the case of free form recurring invoices where the invoices are sent automatically (rather than being saved as drafts for you to send manually), automatic thank-you messages must be set up for each individual recurring invoice template.

How enabling or editing the default reminder message affects existing invoices

Once the default reminder settings are enabled or updated, they’ll only affect invoices that are sent after the reminders have been enabled/updated. The new settings will not apply to existing invoices.If you enable the default reminder message and also want to apply late invoice reminders to existing invoices, you'll need to enable reminders on each of the existing invoices.If you update the reminder message and want it to apply to invoices that already have reminders set up, you'll need to remove the existing reminder from the invoice, then manually set up a new reminder on it. The next reminder will then reflect the new settings.

Administrators and Managers with special invoicing permissions can also manually send and configure reminders for individual invoices. 

1. Head to Invoices > Overview and click on the invoice you'd like to enable reminders for. 
2. Click the green Send reminder button on the top left of the invoice.
3. Customize your message as you like. 

4. Select how often you want the reminder to send.

5. Click Send reminder.

Edit reminders for an individual invoice

If you need to edit a specific reminder message, change how often an invoice's reminder is sent, or remove reminders for a certain invoice, take the following steps.

1. Go to Invoices > Overview, navigate to the invoice, and click to open it. You'll see a small clock icon with Email client a reminder once invoice is... in the top left of your screen.
2. Click the Edit reminder link at the end of that note.
3. Make your changes. 
4. Click the Set up reminder email button.

Disabling late invoice reminder messages

Disabling the default reminder messages

1. Head to Invoices > Configure > Messages and scroll down to the Reminder message.
2. Uncheck the box next to Automated reminder.
3. Scroll down to Save messages. 

Note that disabling the default reminder messages will only affect invoices that are sending reminders based on the default reminder. If any invoice reminders were edited or manually enabled on individual invoices or recurring free form invoice templates, those will need to be disabled per invoice/template by following the steps below. 

Disabling reminder messages on individual invoices

If you enabled reminders directly on an invoice, you'll also need to manually disable reminders on that invoice. You can also follow the steps below to remove default automatic reminders for a specific invoice that was receiving the default automatic reminders. 

1. Go to Invoices > Overview, navigate to the invoice, and click it to view it. You'll see a small clock icon with Email client a reminder once invoice is... in the top left of your screen.
2. Click the Edit reminder link at the end of that note.
3. Click the Remove reminder button at the bottom right of the module.
4. Confirm by clicking Remove reminder once again.

Disabling reminder messages on individual recurring free form invoice templates

1. Go to Invoices > Recurring and click the recurring invoice template you want to edit.
2. Click Edit recurring template.
3. Uncheck the Reminder box in the sending settings.
4. Click Save recurring invoice below the invoice template.

This will only affect invoices generated from this template going forward. Use the steps in the previous section to disable reminders on each existing invoice.