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Set up automatic payment reminders

Use Reminder Emails to follow up with Customers automatically before, on, or after an invoice due date.

Open Payment Reminders

  1. Open Settings.

  2. Select Invoicing.

  3. Find Payment Reminders.

Turn on Reminder Emails

Turn on Reminder Emails.

You can schedule up to three reminder emails around the invoice due date.

Add a reminder before the due date

  1. Add or open a reminder.

  2. Enter the number of days.

  3. Select the timing field.

  4. Choose Before due date.

  5. Select Select.

Add a reminder on the due date

  1. Select Add another reminder if needed.

  2. Choose On Due Date.

Add a reminder after the due date

  1. Select Add another reminder if needed.

  2. Enter the number of days.

  3. Select the timing field.

  4. Choose After due date.

  5. Select Select.

Remove a reminder

Select the remove icon next to the reminder you no longer want to send.

Edit the reminder content

Review and edit the content Customers will receive in each reminder email.

Set the reply-to email

By default, replies go to the invoice sender’s Atto account email.

To send replies to the same address for all reminder emails, select the edit control next to Reply-to email and enter the address you want to use.

If you change this address, verify the new email before it can be used.

Save the reminder settings

Review the reminder schedule and select Save.

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