Sending your first reminder
Send professional payment reminders in just a few clicks.
3 min read
Sending a reminder
Ready to get paid? Here's how to send your first reminder:
- Go to Clients
- Find the client you want to remind
- Click the Send Reminder button (envelope icon)
- Review the message
- Click Send
Your client will receive a professional email with:
- How much they owe
- A link to pay online
- Your business details
What does the email look like?
The reminder email is clean and professional. It includes:
- A friendly greeting
- The amount due
- A clear "Pay Now" button
- Your business name and contact info
You can preview the email before sending.
When should I send reminders?
Most providers send reminders:
- A few days before payment is due
- On the due date
- A few days after if unpaid
Pro tip: Set up automatic reminders and we'll handle this for you!
Can I customise the message?
Yes! Pro plan users can customise reminder messages. Go to Settings → Templates to edit the wording.
Related: How automatic reminders work
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