You can set up automatic payment reminders to be sent out of Tradify.
When you create a New Invoice, scroll down to the Payment Options section and click the toggle to ‘Enable payment reminder emails on this invoice’. This setting will be off by default:
When you enable reminders, they will be sent to all email addresses included in the To: field. The customer will receive a reminder email:
- 3 days before the due date
- On due date
- 3 days after the due date
- 7 days after the due date
Once the invoice has been marked as Paid, email reminders will stop.
Important note: Once reminders have been activated, all email addresses that have previously been sent the invoice will be included in the 'to:' field in the reminder email and therefore visible to all recipients.
Find out more details on payment reminders here: Using Email Payment Reminders in Tradify