Send payment reminders

Payment reminders help collect outstanding balances without losing context.

What this feature is for

• Payment reminders help collect outstanding balances without losing context.

When to use it

• An invoice is unpaid, overdue, or partially paid.
• You want a consistent follow-up message.

Do it manually

1. Open Money and find the invoice.
2. Review status, customer history, and recent communication.
3. Confirm the amount is still outstanding.
4. Draft or send a reminder according to your policy.
5. Add a customer task if follow-up is needed.

Ask Faster AI

Draft a payment reminder for [customer/invoice]. Include amount, due date, portal link, and a polite tone. Do not send until I approve.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of send payment reminders.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Track invoice status
• Create customer tasks and reminders