How do I set up automatic invoice reminders?

Updated October 2026 · How we answer

Choose a reminder schedule

A common approach is one reminder shortly before the due date, then one or two after it. The exact timing depends on how your customers usually pay. Choose a schedule that feels firm but polite.

Check whether reminders go out automatically when an invoice becomes overdue. Test with a sample invoice to see how the message looks on a phone. If your tool offers a payment link in the reminder, make sure it works.

• One reminder before the due date
• One or two after the due date
• Link to a payment page
• Test with a sample invoice

Keep the message clear

Write a short, friendly message that states the amount, the invoice number, and the due date. Include a way to pay and a contact for questions. Avoid harsh wording in the first reminder, since most late payments are simple oversights.

Turn off reminders for invoices that are disputed or paid by another method. Many tools let you pause reminders for a single customer. Review the overdue list each week so nothing slips through. Ask whether the schedule can differ by customer type, since a retail account and a contract client often move at different speeds. Some tools support that setting.

• State the amount and due date
• Include a payment link
• Pause reminders for disputed invoices

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