Payment Reminders
Automatically send reminder emails to clients with unpaid invoices
This feature is available on the Pro plan.
Payment reminders are automated emails sent to clients before or after an invoice's due date. Instead of manually following up with each client, you configure a reminder schedule and AgentInvoice handles the emails.
How reminders work
When you send an invoice, your configured reminder rules activate for that invoice. On each trigger day, AgentInvoice sends an email to the client with a link to view and pay the invoice.
Reminders stop automatically once the invoice is marked as paid.
Configuring reminders
Go to Settings → Reminders to set up your default reminder schedule.
You can add multiple rules, for example:
| Timing | |
|---|---|
| 3 days before due date | Friendly heads-up |
| On the due date | Payment due today |
| 7 days after due date | Overdue notice |
| 14 days after due date | Second overdue notice |
Each rule sends an automatic email to the client on that day relative to the invoice due date.
Per-invoice overrides
If you want to disable reminders for a specific invoice — because the client has already committed to paying, or you've agreed on different terms — open the invoice and turn off the Send reminders toggle.
You can also add invoice-specific rules that override your default schedule.
What clients receive
Reminder emails include the invoice number, amount due, due date, and a link to view and pay the invoice. Clients can pay directly from the link without any account needed.