Tracking Payments & Reminders

Payment Status Tracking

Keep track of all invoice payments and set up automatic reminders for overdue invoices.

1. View payment status

   Open Financial Hub or Sent Files to review invoice status, including paid, pending, and overdue balances

2. Enable reminders

   Enable automatic payment reminders from the invoice or payment settings

3. Set reminder schedule

   Choose when to send reminders (e.g., 3 days before, on due date, 7 days after)

4. Customize messages

   Edit reminder email templates to match your tone

Tips

• Friendly reminders before the due date improve on-time payments
• Include a direct payment link in all reminder emails