Send payment reminders
Remind customers about unpaid invoices by hand, or let ServFlo do it on a schedule.
You can nudge a customer about an unpaid invoice yourself at any time, or turn on automatic reminders that go out after the due date and stop the moment the invoice is paid.
Send a reminder now
- Open a Sent or Overdue invoice that still has a balance due.
- Click Send reminder.
- Choose Email or Text, check the message, and click Send.
The reminder says how much is still due and when it was due, with the link to pay by card or bank. To remind many customers at once, tick invoices on the Billing → Invoices list and choose Send reminder.
Turn on automatic reminders
Automatic reminders are available on the Connect, Grow and Pro plans.
Open Automations
Go to Engage → Automations.
Turn on Overdue invoice reminders
Under Ready-made automations, find Overdue invoice reminders and click Turn on.
Adjust it (optional)
Open the automation to edit the timing or the wording of its email and text.
Out of the box, the customer's billing contact gets:
| When | Message |
|---|---|
| 1 day after the due date, at 10:00 | An email reminder |
| 7 days after the due date | A text reminder |
| 14 days after the due date | A final email reminder |
Reminders stop as soon as the invoice is paid, or when the customer replies. They follow the customer's contact preferences and your quiet hours.
Related automations
- Invoice sent: payment link emails each invoice with its pay link as soon as it's issued.
- Payment receipt emails a receipt when a payment comes in. See Payment receipts.