USER GUIDE
Automatic payment reminders
Chase an overdue invoice by e-mail, on a schedule you set once.
An unpaid invoice can chase itself. Once switched on, Bizinly e-mails a reminder from the invoice's due date, and keeps reminding on the schedule you choose — without anyone on your team having to remember to do it.
- Open Settings → Documents and switch on payment reminders.
- Set how many days after the due date the first reminder goes out, how often it repeats after that, and how many reminders to send at most. The default is the day after the invoice falls due, then every two weeks.
- Reminders use the payment reminder e-mail template (see Document branding and e-mail templates) — edit its wording the same way as any other document e-mail.
- Reminders stop automatically once the invoice is paid, cancelled, or has reached the maximum you set.
Related: Due dates and payment terms, Record and manage payments, Notifications.