Automated Text Reminders for Invoices in Tradify

Learn more about how to send Payment Reminders via Text Message in Tradify. For more information on Tradify's Text Messaging feature, check out Understanding Text Messages in Tradify.

Enabling Automated Payment Reminders for Invoices

Automated payment reminders will be sent for Invoices that are unpaid or overdue and have been marked as sent. Here's how to enable text reminders on invoices:

  1. Open the Invoice you want to send payment reminders for.
  2. Scroll down until you see Payment Reminders
  3. Enable Text Reminders by sliding the toggle on, and selecting your customer and/or site number you want the text reminders sent to.
  4. Click Save to save your changes.

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Timing & Message Content 

Up to four different text reminders will be sent:

➤ A due soon reminder
Sent 3 days before the due date

Hi, your invoice from {Company Name} is due soon. View it here [Link to Invoice]. Do Not Reply.

➤ A due now reminder
Sent on the due date

Hi, your invoice from {Company Name} is due. View it here [Link to Invoice]. Do Not Reply.

➤ An overdue reminder

Sent 3 days after the due date

Hi, your invoice from {Company Name} is overdue. View it here [Link to Invoice]. Do Not Reply.

➤ An overdue reminder

Sent 7 days after the due date

Hi, your invoice from {Company Name} is overdue. View it here [Link to Invoice]. Do Not Reply.

The timing and messages for text reminders are currently fixed and cannot be customised. 

 

Turning Off Invoice Text Reminders

If you want Tradify to stop sending automated payment reminders, you can do this from Invoice settings:

  1. On the Settings dashboard, go to the Invoices section.
  2. Under the Payment Reminders section, click the toggle to disable text reminders.
  • Send Text Reminders — toggle on/off to enable/disable text reminders for unpaid and overdue invoices

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