Create a reminder
- 1
Open reminders
From the invoice, open its reminder settings.
- 2
Choose the timing
Set how many days late the first reminder should be and how often it should repeat.
- 3
Choose recipients
Select client contacts and optionally send yourself a copy. Contacts are not selected automatically.
- 4
Write the email
Review the subject and message, then save and activate the reminder.
Good to know
Reminder emails include a secure web link to the invoice. Attaching an invoice PDF to the reminder is not currently available.
When reminders stop
The reminder sender considers open, past-due invoices. A paid, written-off, or draft invoice is not treated as an overdue open balance. An explicit disable or delete control for a saved reminder is not currently available.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.