Design your own reminder flow, and see unpaid invoices in one place

Payment reminders got three improvements, all built from requests by teams already using it.

The reminder flow is now yours to design. Under Settings -> Payment reminders you build the flow yourself: add as many steps as you like (for example a friendly reminder before Reminder 1), name them yourself, set the number of days between each step, and choose whether a step needs approval before it is sent. Each invoice follows the flow from its own due date - if you change the flow, it applies to an invoice from its next step onward.

The reminder list now updates on the days you choose. Instead of only Tuesdays, you can now pick Monday to Friday, every day of the week, or a single day - the list updates at 10:00 (your timezone) on the days you choose. When a customer has several invoices ready at the same time, they go out in one email. A brand new invoice waits for the customer’s next reminder email by default, so you don’t send a separate email for one small invoice - you can set that limit yourself.

New tab: Unpaid invoices. On the Payment reminders page you can now see every overdue invoice, grouped by how far it has come in the flow - from “Overdue, not reminded” through each step to “Manual follow-up”. You see at a glance how many invoices and how much money sits at each step, and can click through to the invoice or the customer.

Already using Payment reminders? Your flow has been carried over automatically: your current reminders became steps with the same number of days between them, and the list now updates every Tuesday until you choose different days yourself. If you previously ran with 14 days between reminders, that means the list now updates weekly instead of every other week. You don’t need to do anything, but take a look at the settings if you’d like to keep the weekly update, add a friendly reminder, or send more often.

Payment reminders still add no fees or interest, and do not send cases to debt collection.