How to send invoice due reminders in JobSheet
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
- Open Workspace as the workspace admin.
- Scroll to Notifications.
- Set Send automatic invoice due reminders to Yes.
- 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)
- Choose Save workspace.
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.