Features
Payment reminders are emails Invoice Crowd sends your customer about an unpaid invoice, on the days you choose before, on or after the due date. Pick up to five per invoice, write the wording once for your business, send a reminder by hand from the list or the editor, and see who has been reminded and how often.
What is inside
Scheduled reminders follow the days you tick on each invoice. Manual reminders use the same send window as your invoices. Both are logged, counted and shown on your lists.
Set on each invoice
Switch on Reminder Option in the invoice editor's Options tab and tick the reminders you want. The standard list has On Due Date, 7 Days Before Due Date and 15 Days Before Due Date among its choices, and any you add yourself, such as 7 Days After Due Date, appear beside them. Each reminder goes out on its exact day while the invoice still has a balance.
Your reminder list lives in Business Profile, under Email → Reminders, and the pencil icon beside Reminder Option in the editor opens it. Add a reminder as a number of days before or after the due date, switch it on or off, and choose whether to Attach the PDF; every reminder links to the invoice either way. Write each reminder's subject and message per language, with a preview that updates as you type.
Invoices, estimates, proposals
For a one-off nudge, choose Send Reminder in the row menu of the Invoices or Estimates list, or in the editor's Actions tab; proposals have it in their list menu and editor too. It is ready whenever a sent document is still waiting: an invoice with a balance, an open estimate or a proposal awaiting a decision. The document's status stays as it was.
Send Reminder opens the same window you send invoices from, titled Send Reminder and filled with your reminder wording. Edit the recipients, subject and message, attach files, tick Send Me a Copy, or switch the email language. A note at the top says when the document was last reminded and how many reminders have gone so far. A reminder sends straight away.
History and preferences
On the Invoices and Estimates lists, a small bell beside the Last Sent date marks a document that has been reminded; its tooltip gives the last reminder's date and how many have gone so far, counting scheduled and manual ones together. Proposals show the bell beside their expiry date, the editor's Send Reminder action shows Reminded with the date and count, and the document's History tab logs every reminder.
For a customer who prefers a personal touch, switch on Don't send automatic reminders to this customer under Additional → Reminders on their record. Scheduled reminders then skip them, the editor and send window show a note so you know, and you can send a reminder yourself whenever it suits.
Built in
Reminders arrive by email on the day you chose and stop the moment there is nothing left to chase.
Reminders go to sent invoices with a balance and stop as soon as the invoice is paid.
With Reminder Option on, each unpaid split or deposit on a split invoice gets a reminder on its own due date.
Each reminder goes out on the exact day you chose, so the timing always matches your terms.
The History tab logs each one: a reminder you sent by hand, or an automatic reminder Invoice Crowd sent, and to whom.
Tick up to five reminders on each invoice, from the standard list or your own.
Add your own reminders as days before or after the due date, for example 7 days after for an overdue nudge.
Each reminder can attach the PDF or send only the link; every reminder links to the document either way.
Edit each reminder's subject and message, insert variables such as the amount outstanding, and preview it as you type.
A reminder you send by hand is logged and counted with the scheduled ones, without changing the invoice's status.
Switch off automatic reminders for any customer and send them a personal reminder whenever you choose.
Reminders are included on every plan, from the free Basic plan up. If a paid plan lapses, they resume as soon as you renew.
Late fees are their own option: one fee line the day after the due date, while reminders keep to their own days.
Questions
Yes. Invoice Crowd emails your customer about an unpaid invoice on the days you choose, before, on or after the due date, with up to five reminders per invoice. Switch on Reminder Option in the invoice's Options tab and tick the reminders you want; they stop once the invoice is paid.
The standard list offers On Due Date and 1, 7 and 15 days before the due date. In Business Profile, under Email → Reminders, you can add your own as a number of days before or after the due date, for example 7 days after. Each reminder has its own subject, message and PDF choice.
Yes. Send Reminder is in the row menu of the Invoices and Estimates lists, in the proposals list, and in the editor's Actions tab. It opens the send window with your reminder wording so you can edit it first. It sends immediately.
Yes. Send a reminder by hand for any sent estimate or proposal that is still waiting, and proposals can also carry scheduled reminders before their expiry date.
Yes. Switch on Don't send automatic reminders to this customer on their record, under Additional → Reminders. Scheduled reminders then skip that customer, and you can still send one by hand.
Every plan, including the free Basic plan.
Yes. Invoice Crowd raises an Invoice overdue notification in the bell, and you can switch on an email version in Notification Settings.
Tick the days once on each invoice, keep the wording in one place, and send a reminder by hand when a customer needs a nudge today.
