Payment Reminders

How reminders chase debt

A reminder rule fires automatically once an invoice is a set number of days overdue. A daily scheduler checks every active rule against your open invoices and sends the matching reminder, so debtor chasing runs itself.

Creating a reminder rule

1. Go to Accounting → Payment Reminders and click New Rule.
2. Set Days overdue — the number of days past the due date at which this reminder should send.
3. Write the email subject and body. Keep the tone appropriate to the stage: a polite nudge at 7 days reads very differently to a final notice at 60.
4. Toggle the rule Active and save.

Building an escalation ladder

Create several rules at increasing thresholds — for example 3, 14 and 30 days. Each invoice picks up whichever reminder its age matches, so a single invoice can be chased repeatedly as it gets older.

What stops a reminder

Reminders only consider invoices that are still open. As soon as an invoice is paid or credited it drops out of the chase entirely — no further reminders are sent.

Tip: Deactivate a rule rather than deleting it if you want to pause chasing over a holiday period. Reactivating keeps the wording you already wrote.