Using Messaging Automation: Payment Due Reminders

The Payment Due Reminders automation sends open and overdue invoices.  

This automation is based on rules you can define for when the reminders are sent and which customers receive them.  

You can also choose one or all of the following notifications to include in your automation:  

• Invoice Coming Due 

• Invoice Overdue 

• Invoice 2nd Reminder 

You can further customize payment due reminder delivery by choosing to:  

• Send each reminder on a specified day before or after an invoice’s due date 

• Include invoice PDFs as message attachments, when available  

Automating payment due reminders helps you reduce manual outreach and get paid on time by ensuring customers receive timely reminders about their invoices.  

You can enable the Payment Due Reminders automation by taking the following steps:  

• Go to Settings  

• Select the Messaging Automation Rules tab   

• Click the Enable Automation button to turn on the automation  

• Or click the Gear icon to tailor your automation rules