Invoice Reminders

Invoice reminders automatically follow up with customers who haven't paid. Instead of manually tracking who owes what and sending reminder emails, Peasy does it for you.

How to Get There

Go to Configure > Invoice Reminders (under the Sales section).

How It Works

1. Set up a reminder schedule — Choose when reminders go out (e.g., 7 days after the invoice, 14 days, 30 days).
2. Peasy watches your open invoices — When an invoice hits the reminder date and hasn't been paid, Peasy sends an automatic email to the customer.
3. The customer gets a friendly nudge — The email includes a link to view and pay their invoice.

Setting Up Reminders

On the Invoice Reminders settings page, you can:

• Enable or disable automatic reminders
• Set the timing — How many days after the invoice date to send each reminder
• Customize the cadence — One reminder, two, or more at different intervals

Good to Know

• Reminders are only sent for open (unpaid) invoices. Once an invoice is paid, reminders stop automatically.
• Each reminder email includes a payment link so the customer can pay right from the email.
• Reminders use your business name and branding so they look professional.
• You can still send manual invoice emails anytime from the Orders page.

Related

• Creating Sales Orders — Sending invoices to customers
• Payments Overview — How customers pay
• Selling Overview — The full sales workflow