Client payment reminders, now with a due-soon nudge and controls
Overdue invoices already triggered automatic reminder emails at 7, 30, and 60 days past due. Now clients also get a friendly nudge before an invoice is due, and you decide whether reminders go out at all.
What changed
- A new due-soon reminder goes to the client contact when an invoice is
approaching its due date. Set the lead time — up to 14 days ahead — on
Settings → Invoice Defaults, or set it to
0to skip the pre-due nudge. - Reminder emails now include a View invoice link straight to the hosted invoice page when one is available, so clients can pull up the invoice without digging through their inbox.
- A single switch turns all reminder emails on or off per company. Turning them off stops the emails but doesn't change your books — invoices still move to Overdue on their own.
Who it affects
The reminder controls live on Settings → Invoice Defaults and are available to company admins. Clients simply receive clearer, better-timed reminders.