How do I send automatic reminders for overdue payments?

If a contact has not paid on time, you can set up a notification, or several, to chase them for payment. This can be configured to send a chosen number of days after the invoice was raised and the payment was not initiated.

How to set up a reminder:

• Navigate to Communication > Notifications > Bookings and payments
• By default, there will already be an ‘Overdue payment reminder’ notification set up
• Ensure this is enabled, and set to send to the account owner (via the ‘Recipients’ column)
• Choose whether to send by email, app notification, or both
• Set up your timing e.g. ‘7 days after event’
  • In this case, the event to trigger the timing is an invoice being raised without any payment being initiation
• If you want several reminders, click ‘Add notification’ to set up more with different timing
• You can have as many reminders as you need, linked to specific products (as opposed to all) if necessary – this is done via the ‘Limit to’ column

For our full guide on notifications and how to set them up, click here.