Never miss following up on unpaid invoices again. Invoizar's automated reminder system helps you maintain steady cash flow by automatically sending payment reminders to clients when invoices are due or become overdue.
Why Invoice Reminders Matter
Chasing late payments is one of the most time-consuming and uncomfortable aspects of running a business. Many clients simply forget to pay on time, and a friendly reminder is all they need to settle their invoice. Invoizar's automated reminder system handles this for you, sending professional, timely notifications without requiring you to track due dates manually or compose awkward follow-up messages.
What Invoice Reminders Can Do
The reminder system automates communication with clients about unpaid invoices:
Due Date Reminders:
Alert clients before an invoice is due, giving them advance notice that payment is coming up.
Overdue Notifications:
Automatically contact clients when payment deadlines have passed, maintaining professional follow-up without awkward personal outreach.
Multiple Follow-Ups:
Send a series of reminders at increasing intervals to persistently but politely request payment.
Customizable Timing:
Control when reminders are sent relative to the invoice due date.
Professional Tone:
Pre-written reminder messages maintain professionalism and consistency in your communications.
Reduced Manual Work:
Eliminate the need to manually track due dates and send individual follow-up emails.
Accessing Invoice Reminder Settings
Finding the reminder configuration takes just a few taps:
Step 1: Open the Tools Menu
Tap the Tools icon in your navigation menu (located at the bottom of your screen on mobile or in the sidebar on desktop).
Step 2: Navigate to Settings
In the Tools section, select Settings to access your account configuration options.
Step 3: Open More Options
Within Settings, look for and tap More Options. This expands additional settings categories.
Step 4: Select Invoice Reminders
In the More Options menu, find and tap Invoice Reminders, Payment Reminders, or a similarly labeled option. This opens the complete reminder configuration interface.
Understanding Reminder Types
Invoizar typically offers several reminder categories:
Before Due Date Reminders:
Sent a few days before the invoice due date as a friendly heads-up that payment is coming due soon. This proactive approach often prevents invoices from becoming overdue in the first place.
On Due Date Reminders:
Sent on the actual due date to remind clients that payment is expected today.
After Due Date (Overdue) Reminders:
Sent after the due date has passed, starting gentle and becoming progressively firmer with each follow-up.
Final Notice Reminders:
More urgent messaging sent after extended non-payment, often indicating potential consequences like late fees or service suspension.
Configuring Reminder Timing
Customize when your reminders are sent:
Days Before Due Date:
Set how many days in advance you want to send a courtesy reminder. Common settings are 3, 5, or 7 days before the due date.
First Overdue Reminder:
Specify when the first overdue notice should send after the due date passes. Many businesses wait 1-3 days to allow for processing delays.
Second Overdue Reminder:
Set the interval for follow-up reminders. Common choices are 7, 10, or 14 days after the first overdue reminder.
Additional Reminders:
Configure third, fourth, or ongoing reminders if clients still haven't paid, typically at increasing intervals (e.g., 14 days, 21 days, 30 days).
Maximum Reminders:
Some systems let you cap the number of automatic reminders before requiring manual intervention.
Enabling and Disabling Reminders
Turn the reminder system on or off:
Global Enable/Disable:
Look for a master toggle that turns all automatic reminders on or off. When disabled, no automatic payment reminders will be sent for any invoices.
Reminder Type Toggles:
Enable or disable specific reminder types. For example, you might enable overdue reminders but disable due date reminders.
Per-Invoice Control:
Some versions allow you to enable or disable reminders for individual invoices when creating them, useful for clients who have special payment arrangements.
Customizing Reminder Messages
Personalize the content of your reminder emails:
Email Subject Lines:
Edit the subject line clients see in their inbox. Make it clear and professional, such as "Payment Reminder: Invoice 1234" or "Friendly Reminder: Your Invoice is Due."
Message Body:
Customize the email text that accompanies the reminder. Balance friendly tone with professional clarity about what's due and when.
Payment Instructions:
Include clear directions for how clients can pay—payment links, bank details, or QR codes.
Contact Information:
Add your phone number or email for clients who have questions about the invoice.
Company Branding:
Insert your logo, business colors, or signature to maintain brand consistency.
Dynamic Fields:
Use placeholders that automatically insert client names, invoice numbers, amounts, and due dates into each reminder.
Setting Reminder Frequency
Control how often reminders are sent:
Single Reminder:
Send just one reminder at a specific interval (e.g., only when 7 days overdue).
Multiple Reminders:
Configure a sequence of reminders at escalating intervals until payment is received.
Reminder Intervals:
Common patterns include:
Day 0: Invoice due date reminder
Day 3: First overdue reminder
Day 10: Second overdue reminder
Day 21: Third overdue reminder
Day 35: Final notice
Stop After Payment:
Reminders automatically cease once an invoice is marked as paid.