We’ve released Invoice Payment Reminders, giving you full control over how and when reminder emails are sent to your clients—both automatically and manually.
This feature is designed to help freelancers and agencies get paid faster without manual follow-ups.
You can now configure automatic email reminders at the workspace level.
Send reminders before the due date
Send reminders after the invoice becomes overdue
Add multiple reminders with custom day offsets
Enable or disable reminders anytime using a master toggle
Once enabled, reminders are sent automatically based on your configured rules.
Instead of fixed schedules, you can define your own reminder rules.
Examples:
Send a reminder 5 days before the due date
Send another reminder 1 day before the due date
Send follow-ups 3 days and 7 days after the due date
Each reminder rule can be:
Enabled or disabled individually
Added or removed at any time
You can now send reminder emails manually, regardless of whether automated reminders are enabled.
From the Payment Reminders page:
Select an invoice
Preview the reminder email before sending
Send the reminder instantly to the client
This is useful for urgent follow-ups or one-off reminders.
Before sending any reminder, you can:
Preview the exact email content
Send a test email to yourself
Confirm formatting, wording, and branding before sending to the client
The preview always matches the actual email sent.
Go to your workspace
Open Payment Reminders
Enable Automated Invoice Reminders
Add your preferred reminder rules (before and/or after due date)
Save — reminders will now send automatically
Use Send Reminder Manually anytime for individual invoices
Reminder rules are configured at the workspace level
Custom SMTP is used when available, with a fallback to system email
Manual reminders do not affect automated reminder schedules
Fewer late payments
Less manual follow-up
More professional client communication
Scales well for freelancers and agencies managing multiple clients