Invoice reminders
Nudge clients about overdue invoices, by hand or on an automatic schedule. Reminders require the Studio plan or higher.
Chasing late payments is tedious. Reminders let you nudge a client about an overdue invoice — either manually when you choose, or automatically on a schedule.
- Plan
- StudioAgency
- Role
- OwnerAdminManager
Reminders are a paid feature on Studio and up. On Free the button appears as a locked "Reminders (Studio)".
Send a manual reminder
Open an overdue invoice
Open a Sent invoice that's past its due date (it shows a red Overdue chip).
Send reminder
Click Send reminder. This opens the send dialog in reminder mode, titled Send overdue reminder, with the PDF attached and a live preview.
Review and send
Adjust the message if you like, then send. Your client gets a fresh nudge with the pay link.
Set up automatic reminders
Each invoice can carry a reminder schedule — a set of offsets after the due date, for example +3 / +7 / +14 days. A daily job checks overdue invoices and sends at most one reminder per sweep, per invoice, so a client is never spammed.
Both manual and automatic reminders require the overdue reminders entitlement, available on Studio and Agency.
What happens next
- Reminders are metadata only — they never change the invoice's lines or totals. See Immutable snapshots.
- Once the invoice is paid or cancelled, it's no longer overdue and reminders stop.
Tips
- Reminders only apply to overdue invoices — a Sent invoice that isn't past due yet won't trigger one.
- Pair reminders with your own email domain so nudges come from you — see Email settings.
Troubleshooting
- The button says "Reminders (Studio)" and is locked. You're on Free. Upgrade to enable reminders — see Plans & limits.
- A reminder didn't go out. Confirm the invoice is overdue and unpaid; see Invoice email failed.
Record a payment
Log an offline payment — bank transfer, cash, or cheque — against an invoice. Set the amount, date received, an optional note, and a processing fee.
Cancel & restore an invoice
Cancel an invoice to void it and release its time and expenses. Restore brings it back as a Draft — without re-linking the original time entries.