Automatic invoice reminders and late fees

Reminders

1. 1Go to Settings → Reminders & late fees and turn on Invoice reminders.
2. 2Choose up to three reminders, each a number of days before, on or after the due date.
3. 3Edit the subject and message. Placeholders like [Full Name], [Invoice No.], [Balance Due], [Due Date] and [Company Name] are filled in for each invoice.
4. 4Save. Reminders go out once a day to customers with an email address and an open balance, each one once per invoice, with a link to view and pay.

To nudge one customer right now, open the invoice and click Send reminder. The invoice page lists every reminder sent.

Only invoices whose reminder dates fall after you turned reminders on are emailed — no surprise backlog.

Late fees

The fee is added to the invoice as a "Late fee" line and recorded in a Late Fee Income account. Only invoices that become late after you turn this on are charged. Remove a fee by deleting its line from the invoice.

1. 1On the same tab, turn on Late fees.
2. 2Choose a fixed amount or a percent of the open balance, how many days after the due date to charge it, and whether to charge it once or every so many days while unpaid.
3. 3Save.