Get paid
Set payment follow-up rules for due invoices, manage reminder recipients per invoice, and keep overdue collection steps visible.
Core capabilities
The essential controls for moving this part of your billing workflow forward.
Create enabled email stages with stage names, delay timing, owner or customer recipients, and a timezone so overdue invoice follow-up follows the same rules across your organization.
Open an invoice to see follow-up status, the next planned action, recipient details, and a timeline of reminder events without searching through separate email threads.
Use invoice actions to send the next reminder now, pause follow-up, resume a paused flow, skip the next step, or cancel reminder handling when the situation no longer needs automation.
Customer reminder emails can use a manual invoice-level recipient override, a linked contact email, or a linked company email. Owner-facing stages use the organization email.
Draft invoices do not run payment follow-up, closed invoices are not active, and invoices without due dates cannot schedule automatic follow-up until the missing date is resolved.
Use the collections queue to filter payment follow-up by invoice number, recipient, status, next action timing, and actionable rows when a team needs to focus on overdue work.
Good fit
Use it when issued invoices need scheduled payment follow-up after a due date has passed.
Use it when reminder actions need to be paused, resumed, skipped, cancelled, or sent immediately for one invoice.
Use it when reminders should go to a linked customer email or a manual invoice-level recipient override.
From start to finish
A practical sequence you can adapt to the way your team already works.
Define the reminder stages your team wants to use, choose whether each stage goes to the owner or customer, and keep disabled stages out of the active flow.
Payment follow-up depends on invoice status and due-date context, so issued invoices with clear due dates give the automation enough information to schedule the next step.
Review the resolved recipient on the invoice and add a manual override when accounts payable needs reminders sent to a specific billing address.
Watch the timeline, use quick actions when a case needs manual judgment, and let scheduled processing continue for invoices that still need follow-up.
Keep exploring
Connect Invoice Reminders with the next useful part of your workflow.
Use recurring invoicing software to create templates for retainers, service contracts, and repeat billing schedules, then generate draft invoices when each billing date arrives.
Create read-only public invoice links that clients can open without a login, use for PDF download, and lose access to when a link expires or is deleted.
Accept invoice payments online with internet payment processing, Stripe checkout, Pay buttons, and automatic status updates.
Details
Yes. Customer stages can use an invoice-level recipient override, a linked contact email, or a linked company email. Owner stages use the organization email.
Yes. Available invoice actions include pause, resume, skip next, cancel, and send now, depending on the current follow-up state.
No. Draft invoices do not run payment follow-up, and closed invoices such as paid or cancelled invoices are not active in the reminder flow.
Invoice Master shows that a due date is required before payment follow-up can be scheduled for that invoice.
Non-premium accounts can review payment follow-up state in read-only mode. Managing reminder actions and policies requires a Premium account.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
