Payment reminders help follow up on unpaid invoices, but they should stay controlled. Configure reminder settings and readiness checks before allowing automated customer-facing sends.

What this guide helps you do

• Review reminder enablement, portal route, template readiness, and suppression controls.
• Know when to use manual reminders instead of automation.
• Use AI to prepare reminder candidates without sending duplicates.

Before you start

• Confirm invoice portal links are working.
• Prepare the customer-facing reminder journey or template if your workspace uses automated reminders.
• Review suppressed customers, disabled invoices, and owner approval for reminder sends.

Do it manually

1. Open Money and choose Get Paid.
2. Open payment reminder or AR reminder settings.
3. Review master enablement, portal route, cadence, template status, and suppression checks.
4. Add invoices or customers that should not receive automated reminders.
5. Run readiness or activation checks when available.
6. Start with manual review until the reminder setup is proven with safe test cases.

Ask Faster AI

• Review reminder readiness and list blockers before automated invoice reminders are enabled.
• Find overdue invoices that should be excluded from reminders because of dispute, payment plan, or recent contact.
• Draft a friendly reminder for this invoice with the portal link, but do not send it.

Review before saving, sending, paying, or refunding

• Never send reminders for paid, voided, disputed, suppressed, or recently handled invoices.
• Confirm the portal link is absolute and opens the correct invoice.
• Use suppression lists honestly for VIPs, payment plans, disputed invoices, and manual collection cases.

Common issues and fixes

• If readiness is blocked, fix the missing portal, template, journey, or suppression review item first.
• If a customer was reminded incorrectly, suppress the customer or invoice and add an internal note.
• If reminders are not sending, check Money sync health and reminder settings before recreating the workflow.

Cash-flow dashboard rhythm

For why overdue creep should be caught early and handled with controlled reminders before collection gets awkward, read the cash-flow dashboard article. Reading Your Cash Flow: Payouts, Deposits, and the Money Dashboard.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of configure payment reminders with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything is saved, sent, paid, refunded, or published.

Related help

• Send payment reminders
• Review AR analytics
• Review Money outbox status