You can add payment reminders to an invoice when you send it, or add them later from the invoice's Reminders tab. Reminders are added one invoice at a time.
đ To have reminders added automatically for a client, see Setting a Default Payment Reminder Template for Clients.
Adding Reminders When Sending an Invoice
When you send an invoice, the Add payment reminders from template option controls whether reminders are added. What you see depends on the client:
Client has a payment reminder template: The option is already ticked, and the client's template is selected.
Client has no payment reminder template: The option is off. If you tick it, your organization's default template is selected, or the first available template if you haven't set a default.
To use a different template, click the selected template and choose another one.
đ Learn more about sending invoices.
đ The option is only ticked automatically when the invoice has a due date, the client's template has at least one reminder, and the invoice doesn't already have reminders. Otherwise, it starts off, as if the client had no template. This also means resending an invoice doesn't add its reminders again.
Adding Reminders from the Reminders Tab
You can add reminders from the Reminders tab once an invoice has a due date and has been sent from Productive or marked as sent.
Open the invoice, go to Reminders, and choose one of your templates or create a reminder from scratch.
đ Setting a template on a client doesn't add reminders to invoices you've already sent. Add those here instead.
Managing Reminders on an Invoice
The Reminders tab on an invoice lists all reminders for that invoice, along with their statuses.
To duplicate, edit, or delete a reminder, use the three-dot menu to the right of it. Changes apply only to this invoice and don't affect the template.
