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Reminders and late fees

Payment reminders

Set automatic reminders before, on and after the due date in your own words — and send one by hand any time.

2 min readUpdated 26 October 2026About This Feature
  1. Add Rule — before the due date, on it, or after it (with repeats).
  2. Message — placeholders like {{customer_name}}, {{balance_due}} and {{days_overdue}}.
  3. Late fees — optional, alongside reminders.
RuleWhen
3 days before dueA friendly heads-up
On the due date“Due today”
Overdue3 days after, then every 7 days (3 more)
  1. Settings → Reminders

    Start from the recommended rules.

  2. Edit the wording

    Subject and message, the link and/or the PDF, which Brand.

  3. Save

    Reminders go for issued invoices with a balance — never after payment.

Send one by hand

On an invoice: Send Reminder → By email or On WhatsApp. Bulk reminders are on Business.

When reminders don’t go

Not for drafts, paid, credited or written-off invoices; not while paused or while a customer’s “I’ve Paid” report is pending; not for a customer whose automatic reminders are off; not twice in 24 hours.

Who can do this:OwnerAdminMember — noViewer — no
Related topics
Sending and sharingShare on WhatsApp and Mark as SentShare documents, reminders and statements on WhatsApp with the secure link, and mark documents sent when you handed them over another way.View Guide Reminders and late feesPause remindersHold reminders for one invoice until a date, with a promised payment date and a note — or for a whole customer.View Guide Reminders and late feesLate feesCharge a percentage or fixed fee on overdue invoices as a debit note — asked first, or issued and sent automatically.View Guide

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