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Sending your first reminder

Send professional payment reminders in just a few clicks.

3 min read2 views

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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