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How to send invoice due reminders in JobSheet

· Updated

Before you start

  • Customer notifications must be on in Workspace.
  • Automatic invoice due reminders are off by default until you enable them.
  • Each reminder uses one customer email from your monthly allowance.

Turn on reminders

  1. Open Workspace as the workspace admin.
Automatic invoice due reminders on a computer
On a computer
Automatic invoice due reminders on a phone
On a phone
  1. Scroll to Notifications.
  2. Set Send automatic invoice due reminders to Yes.
  3. Set:
    • Days before due date (default 3)
    • Overdue chase — Off, 7 days after due, or 14 days after due
    • Max reminders per invoice per month (default 2)
  4. A green tick appears on that row when it has saved. Reminder timing fields save when you pause.

Which invoices get reminders

  • Status sent (not draft, paid, or void)
  • Customer has an email address
  • Invoice has a due date
  • Monthly allowance not exhausted
  • Reminder count for that invoice under the monthly cap

Tips

  • Read the allowance bar beside reminders before enabling during a busy month.
  • Reminder emails include the customer link and pay link when Stripe Connect is active.
  • Manual Email to customer still works for one-off chasers.

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