Write the reminder once, in your own words, and Sendinvo sends it on the dates you pick: before the due date, on the day, then again while the money is still owed. Each stage of a payment plan is chased against its own due date, not the invoice’s.
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14, 7, 3, or 1 day before the due date, the due date itself, then 1, 3, 7, 14, or 30 days after it. Pick the hour they leave, so nothing lands in a client’s inbox at 3am.
Each of the five stages gets its own subject and message. Sendinvo fills in the invoice number, the amount still outstanding, the due date, and the days it has run over.
Reminders are set up the moment the invoice goes out, whether you send it from the van, schedule it for the morning, or let a recurring run raise it. Nothing to switch on job by job.
Pause, resume, stop, or skip the next reminder on a single invoice, or give that one its own dates. Marking it paid, pausing it, or voiding it stops the chasing on its own.
Most clients aren’t refusing to pay. The invoice sits in a pile on the kitchen side, or in a main contractor’s payment run, until somebody asks about it, and the asking is the part that gets dropped when you’ve been on site since 7am. Sendinvo does the asking, on the dates you set, for as long as the money is outstanding.
Set the term on the invoice, net 60 if that’s the deal, and Sendinvo works out the due date and counts every reminder from it, so nothing goes out while the client is still inside their terms. Split the job into stage payments and each stage is chased against its own due date: the first stage falls due and gets chased, it lands, and the chasing moves to the next. Ask for a deposit instead and it chases the deposit, then the balance once the deposit is in. Payments and credit notes re-point it as they’re applied, so the figure in a reminder is what’s still owed, never one you’ve already been paid.
The five stages each carry their own subject and message: the heads-up before the due date, the note on the day, then a first reminder, a second, and a final notice. Write the ones you’d actually send a client and Sendinvo fills in the invoice number, the amount outstanding, the due date, and the days it has run over. Every reminder links back to the invoice, so you’re not retyping your sort code and account number into an email at 9pm.
Subject: Reminder: invoice {invoice_number} is due on {due_date}
Message: Just a reminder that invoice {invoice_number} for {amount} is due on {due_date}.
Subject: Reminder: invoice {invoice_number} is overdue
Message: Just a reminder that invoice {invoice_number} for {amount} was due on {due_date} and is now {overdue_days}.
Subject: Final reminder: invoice {invoice_number} is unpaid
Message: Invoice {invoice_number} for {amount} is now {overdue_days} and remains unpaid. Please treat this as a final reminder and pay it at your earliest opportunity.
Turn on quote follow-ups and a quote nobody has come back on is chased three days after you send it, and again three days before it expires when the validity window leaves room for both. A quote that’s been accepted, turned down, converted to an invoice, or already expired is left alone. Follow-ups stay off until you switch them on.
Reminders go out on an hourly run, and each run takes a database lock, so two of them can’t both send the same reminder. Every one is checked again the moment before it leaves: if the payment landed overnight, or you paused the invoice, it doesn’t go. And if a run is delayed, a two-day grace window stops a pile of stale reminders arriving at the client in one go. Payment reminders stop once your trial or subscription has ended. Subscribe again and the next one goes on its date, with none of the missed ones sent late. It suits work billed in stages on long terms, like electricians on a main contractor’s site.
On the dates you set. Pick 14, 7, 3, or 1 day before the due date, the due date itself, and 1, 3, 7, 14, or 30 days after it, then pick the hour they leave and the timezone they go by. The tone steps up as it runs on, from a note on the day to a first and second reminder, then a final notice.
No. Reminders are set up the moment you send an invoice, whether you send it there and then, schedule it for the morning, or let a recurring invoice raise it. New invoices follow your workspace setting, so there’s nothing to switch on job by job.
Yes. Each of the five stages has its own subject and message, and Sendinvo fills in the invoice number, the amount still outstanding, the due date, and the days it has run over, whether it’s chasing a deposit, one stage payment, or the final balance.
Yes. A deposit invoice chases the deposit, then the balance once the deposit is in, and a payment plan chases one stage at a time against that stage’s own due date. Turn on quote follow-ups and a quote nobody has come back on is chased three days after you send it, and again three days before it expires when the validity window leaves room for both.
Yes. Pause, resume, stop, or skip the next reminder on any single invoice, or give that invoice its own dates, without touching your workspace defaults. Marking it paid, pausing it, or voiding it stops its reminders on its own.
Set your dates and your wording once. Sendinvo sends the reminders while you’re on site.