Productive allows you to create and manage invoice payment reminders, ensuring you maintain timely communication with clients regarding due payments.
Setting Up Invoice Payment Reminders
Navigate to Settings
Go to Settings > Payment reminders
Once there, you can, but are not required to, create templates for invoice payment reminders.
Creating a New Invoice Payment Reminder Template
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.
Managing Invoice Payment Reminder Templates
Edit Template
Click on "Edit template" to customize your Invoice Payment Reminder.
Reminder Settings
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 from which the reminder will be sent. Find out more about customizing your sender email address here.
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.
Tip: You can use dynamic fields here as well 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.
Multiple Reminders
A template can include multiple reminders. For example:
5 days before the due date
1 day after due date
7 days after the due date
Adding Invoice Payment Reminders to Invoices
Applying a Template
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.
Viewing and Managing Reminders
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.
To add a new reminder, click on the option to create one from scratch or to add one from your reminder templates.
Invoice Payment Reminder Statuses
Reminders can have the following statuses:
Scheduled: A reminder is set but not yet sent.
Sent: A reminder has been sent to the client.
Stopped: A reminder will not be sent due to reasons like being added in the past, the invoice amount being zero, or the invoice being marked as "Unsent".
How Payments and Unsending an Invoice Affect Invoice Payment Reminders
Payments
When a payment in full is logged against an invoice, all reminders for that invoice will be stopped.
If a payment is deleted, the reminders will remain stopped.
Unsend Invoice
If an invoice is marked as "Unsent," all reminders for that invoice will be stopped.