Payment reminders follow up on unpaid invoices automatically, so you don't have to chase clients yourself. Build a reusable template, then apply it when you send an invoice — or add one later to an invoice that's already gone out.

When sending an invoice, tick on the option to apply an invoice payment reminder. The default template will be automatically applied, but you can change it by clicking on the applied template.

Go to the Reminders tab on an invoice to apply a payment reminder, either by choosing from your templates or creating one from scratch.

This works the same whether the invoice hasn't been sent yet or has already gone out — there's no bulk option, so each sent invoice needs its reminder added one at a time.

Under the Reminders tab on an invoice, you can see all reminders for that invoice.

Reminders can be duplicated, edited, or deleted. Access these options through the three-dot menu to the right.

Templates save you from writing the same reminder every time — set one up once and reuse it on any invoice.

Go to Settings > Payment Reminders to create a template for invoice payment reminders.

Click on the + New template button, name your template and select Create template.

It will then appear in the list of templates, where you can edit, delete, or mark it as your default by starring it.

Once a template exists, you can fine-tune exactly when and how each reminder gets sent. Click on Edit template to customize your payment reminder.

Timing: Set when the reminder will be sent (e.g., x days before or after the invoice’s due date).

Email Sender: Specify the email address the reminder will be sent from. You can choose from:

👉 Learn more:

Subject: Set the subject for your email reminder. You can use dynamic fields there to have Productive pull the invoice number or project ID to the subject line.

Content: Draft the email content.

​📌 You can use dynamic fields here to help you craft your message easier. Click on the info bubble to see all dynamic fields you can use. Type @ or select the + sign to include the dynamic field in your email.

A template can include multiple reminders. For example:

Reminders can have the following statuses:

📌 If a reminder's date has already passed, for example a due date from last week, it goes straight to Stopped and never sends — Productive only sends reminders scheduled for today or later.

Payments

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