Reminders

Invoice reminders that chase everything

Set your reminder policy once, in your own words, and Sendinvo follows up on every overdue invoice, unpaid deposit, and instalment of a payment plan. Switch on quote follow-ups and it chases unanswered quotes too. No more awkward chase emails.

Your first 3 invoices are free to send, no card needed.

How it works

Set it once, then get back to work

1

Set your policy

Choose when reminders go out: before the due date, on the day, and at a few points after, with the tone stepping up from a gentle nudge to a firm final notice. All the timings are yours.

2

Write them your way

Set your own subject and message for each stage. Sendinvo fills in the amount, the due date, and the days overdue, so every reminder reads like you wrote it just now.

3

It runs on send

Reminders are set up the moment you send an invoice, by hand, on a schedule, or from a recurring run. There’s nothing to switch on invoice by invoice.

4

Stay in control

Pause, resume, stop, or skip the next reminder on any single invoice, or give one its own schedule. Paying, pausing or voiding an invoice stops its reminders on its own.

The details

Reminders that follow the money

Most reminder tools chase a single due date. Sendinvo chases whatever is actually outstanding, and moves with each payment.

Phase-aware chasing

Ask for a deposit and Sendinvo chases the deposit first, then switches to chasing the balance once the deposit is in. Split an invoice into a payment plan and it chases one instalment at a time, on that instalment’s own dates, then re-points to the next as payments and credit notes are applied. The figures in every reminder match the stage being chased.

Quotes get followed up too

Turn on quote follow-ups and an unanswered quote gets a nudge a few days after you send it, and again shortly before it expires when its validity window is long enough. A quote that’s been accepted, declined, converted to an invoice, or already expired is never chased. Follow-ups stay off until you switch them on.

Escalating, never blaring

Overdue reminders step up in tone, from a gentle heads-up to a firm then final note, so a first nudge doesn’t read like a debt collector and a fourth doesn’t read like the first.

Safe by design

Reminders run on an hourly job with a database lock, so overlapping runs can’t double-send. Every reminder is re-checked at the last moment: if the invoice was paid, paused or stopped in the meantime, it doesn’t go out. And a built-in grace window means a delayed job never fires a pile of stale, long-overdue reminders at once.

Questions

Good to know

When do reminders go out?

On the schedule you set: before the due date, on the due date, and at several points after it, with the tone stepping up from a gentle nudge to a firm then final notice. You can add an optional repeating chase after the last step, and all the timings are yours to change.

Do I have to turn reminders on for each invoice?

No. Reminders are set up automatically the moment you send an invoice, whether you send it by hand, schedule it for later, or let a recurring schedule generate it. New invoices follow your workspace’s current setting, so there’s nothing to switch on one by one.

Can I use my own wording?

Yes. Write your own subject and message for each stage of the chase and Sendinvo fills in the amount, due date and days overdue for whatever it’s chasing at that moment, whether that’s a deposit, an instalment or the final balance.

Does it chase quotes and payment plans too?

Yes. Turn on quote follow-ups and unanswered quotes get a nudge a few days after you send them, and again shortly before they expire when the validity window is long enough. Deposit invoices chase the deposit then the balance, and a payment plan chases one instalment at a time.

Can I stop chasing one client?

Yes. Pause, resume, stop, or skip the next reminder on any single invoice, or give one invoice its own timing, all without changing your workspace defaults. Paying, pausing or voiding an invoice stops its reminders automatically.

Stop chasing. Start collecting.

Send your first invoice in the next five minutes and let the follow-ups take care of themselves.