Send and schedule invoice reminders

An invoice payment reminder is an automatic email message to remind your customer that an invoice is coming due, or that it is overdue. This is a great way to professionally follow up with your customers, and helps you get paid. In Wave, you can manually send an invoice reminder, or set up a schedule.

How to schedule invoice payment reminders

How to view and change your default invoice payment reminder settings

How to manually send an invoice payment reminder

How to schedule invoice payment reminders

    1. Head to Sales > Invoices, and click on an invoice to view it.
    2. As soon as you've sent the invoice in Wave, (or marked it as sent if you are using another method), you'll see options to schedule payment reminders. 
    3. Select the checkbox next to the available reminder options, to enable the reminders that you would like to send. The potential options are: on the due date, and 3, 7, and 14 days afterwards.

The available reminder options depend on the invoice date and due date. For example, if it has been 4 days since the due date, the 3 days after option will be greyed out.

How to view and change your default invoice payment reminder settings

Navigate to Settings > Invoice Customization > Reminder Settings. 

Select the checkbox, and reminder emails will be sent by default, 3, 7, and 14 days after the due date of all invoices sent. This only applies to new invoices you create. Click Save all changes to apply the change you've made.

To turn reminders off, deselect the checkbox. All currently scheduled reminders for existing invoices will be turned off, so you will be asked to confirm this change, by clicking Turn off all reminders. You will now need to manually schedule payment reminders for each of your invoices.

How to manually send an invoice payment reminder

Manually sending invoice reminders can be useful when you want to send a one-off reminder, or if the invoice has been due for over 14 days, as after this time scheduled reminders will not go out.

  • Navigate to Sales > Invoices, and click on the invoice to view it.
  • Click Send a reminder under the Get Paid section of the invoice.
  • Add any additional recipients, and edit the subject line and message if required.
  • Click Send.

If you did not send the invoice through Wave, you need to mark the invoice as sent before you can send a reminder. Click mark as sent under the Send section of the invoice first, then follow the steps above.

Quick tips:

  • Your customer must have an email address saved on their customer profile, in order to set up a reminder. Click here to learn more about adding a customer email address.
  • Reminders won’t be sent after an invoice has been marked as fully paid.
  • Reminders are sent based on the due date of the invoice.
  • Duplicating an invoice will also duplicate the reminder schedule for that invoice.