Invoice reminders

Choose when PayMe queues overdue-invoice reminders and confirm that outbound email is actually configured.

Placeholder screenshot

The docs pipeline will replace this with a capture of the live app. No customer records are shown here.

/help/assets/reminders/1440.png

Placeholder for Invoice reminders. Live captures come from the fictional demo workspace.

01
Open reminder settings
Go to Settings, then Reminder settings. Only owners and admins can change them.
02
Pick the days
Enable reminders and choose day offsets such as 1, 7, and 14 after the due date. Keep the list short so customers are not spammed.
03
Check delivery
Reminders only leave the building when outbound email is configured for the environment. The page tells you if delivery is not ready.
04
Follow up in person too
A WhatsApp note from you still helps. Automated reminders are a backup, not a replacement for a clear invoice.

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Workspace

Create a PayMe business workspace and keep customers, estimates, invoices, expenses, and confirmed manual payments connected.

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