Automated reminders & dunning

When an invoice goes past its due date and still has an outstanding balance, the app emails the client a polite reminder at three points: 3 days, 7 days, and 14 days past due. The reminder shows the invoice number, the amount still owed, and a button to view the invoice. Each stage is sent only once per invoice, so a client never gets the same reminder twice.

An invoice only enters the reminder cycle if it has actually been sent to the client (status Sent or Partially paid) and money is still outstanding. Drafts, fully paid invoices, and voided invoices are left alone. As soon as an invoice is paid in full or marked void, the remaining reminders stop on their own. You don't tag invoices or set anything up per-invoice — the app finds the eligible ones for you every hour.

Open quotes get a gentle nudge too. If a quote you've sent is approaching its "valid until" date and the client still hasn't accepted or declined, the app emails a short follow-up letting them know the quote is still open and inviting them to proceed. This fires in the final couple of days before the quote expires, once per quote, so a stalled quote gets one last chance to convert instead of quietly lapsing.

Whenever a payment is recorded against an invoice, the app emails the client a receipt confirming the amount received. If the invoice still has a balance, the receipt notes the remaining amount; if it's now settled, it confirms the invoice is paid in full. This happens for every non-refund payment, whether the payment came in through an online payment link or you recorded it by hand with "Record payment". Receipts go out regardless of your monthly email allowance — they're treated as transactional, so they aren't held back even if you've used up your sending quota for the month.

Automated reminders, quote follow-ups, and scheduled sending are part of the automation feature, which is included on the Pro and Business plans. On Free and Starter these are switched off — you can still send invoices and reminders manually, but the app won't chase overdue invoices for you. Receipts on payment are part of the same automation feature.

There's nothing to configure to get reminders running once you're on a qualifying plan — having an automation-enabled plan is the switch. The app scans for newly-due reminders and follow-ups every hour and sends them. If you're on Free or Starter and try to use "Schedule send" in the editor, you'll see an "Upgrade to schedule sends" prompt pointing you to the billing page. Changing plans is handled by the workspace owner from Settings, under Billing.

Separate from the automatic chasing, you can also schedule a single document to go out at a future time. This is the same automation feature, so it's available on Pro and Business.

Every reminder, follow-up, scheduled send, and receipt tied to a document shows up in the "Scheduled & reminders" panel inside that invoice or quote's editor. Each entry shows what it is, when it's due or was sent, the recipient, and a status badge — pending, processing, done, failed, or canceled. A scheduled one-off send that hasn't gone out yet can be canceled from here; the automatic reminders and follow-ups run themselves and don't need managing. If something failed to send, it's flagged in red so you can spot it.

A note on volume: reminders, follow-ups, and scheduled sends count toward your plan's monthly email allowance, while payment receipts do not. If you ever hit your monthly email limit, automated reminders for that month pause until the next month or until you move to a plan with a higher allowance.