What this does
Sends automated email reminders to customers when an invoice is approaching or past its due date. Relentify handles the chasing for you so you do not need to remember to follow up manually.
When to use it
Turn this on when you want Relentify to send polite payment reminders on your behalf. It is especially useful for businesses that issue many invoices or where late payments are a common issue.
Reminder schedule
When enabled, Relentify sends three reminder emails per unpaid invoice:
| When | Message | |------|---------| | 3 days before due date | Friendly reminder that payment is due soon | | On the due date | Payment is due today | | 7 days after due date | Invoice is now overdue |
Reminders stop automatically once the invoice is marked as paid.
How to enable
- Go to Settings in the top menu
- Open the Business Details tab
- Scroll to Automatic payment reminders
- Tick the checkbox to enable reminders
- Click Save Business Details
How to disable
Follow the same steps and untick the checkbox. Reminders already scheduled for invoices already sent will not be sent after you disable the setting.
Good to know
- Reminder emails are sent from
[email protected]and include your company name and the invoice details - Only invoices with a status of Sent or Overdue trigger reminders — drafts and paid invoices are excluded
- If a customer pays after a reminder is sent, no further reminders are sent for that invoice