Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Send a manual reminder
For an unpaid invoice with a recipient email, open the invoice and select Send Reminder Now. Manual reminders are available on Free.
Automated reminders
Pro can automatically send due-soon and overdue reminders using the reminder settings.
Smart reminders
Smart reminder behavior is a Pro feature for more context-aware follow-up.
Configure reminder automation
Open Settings, find reminder settings, turn on Enable reminders, and configure the available timing fields and Auto-send behavior.
Troubleshoot a reminder
Check invoice status, balance, recipient email, reminder settings, timing, and delivery history.
Step-by-step
- 1
Choose manual or automated
Use Send Reminder Now for a user-triggered reminder; use Settings for Pro automation.
- 2
Check the invoice
Confirm it is unpaid, has a balance, and has the correct recipient.
- 3
Send or configure
Send the manual reminder, or save the Pro automation schedule.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Which reminder features require Pro?
Automated payment reminders and smart reminders require Pro. A user-triggered manual reminder remains available on Free.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Invoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
Recurring Invoices
Configure Pro recurring invoice schedules, automatic generation, and optional automatic delivery.
Billing and Plans
Compare Free, Pro Monthly, Pro Annual, plan limits, upgrades, and cancellation.