Payment Reminders and Late Fees allow you to remind your Clients about their outstanding Invoices by sending a reminder email and/or by charging a percentage or flat fee for any Invoices past their Due Date on any new Invoices you create.
Access Payment Reminders and Late Fee
There are multiple ways to adjust all three Payment Reminders and the Late Fee:
- Click on the gear icon, and click on Emails & Templates to adjust your Payment Reminders across all Clients, Invoices and Recurring templates globally
- Go to the Clients section, click on any Client, then click on the Edit button
- Go to the Invoices section, then click on the New Invoice button
Payment Reminders
Remind your Client of their unpaid Invoice(s) by sending up to three reminder emails with these steps:
- From within the Client Profile or the Invoice itself under Client Settings, click on Send Payment Reminders
- Check the box off next to Automatically send payment reminders for this client’s invoices
- Reminder #1 will appear, specify the number of days and choose whether to send this before or after the due date
- To customize the email message, click on the slider icon and type inside the Enter a Personal Message box, then click Done
- If needed, click on the Add Another Reminder button and use step 3 and 4 to create a second and/or third reminder
- Click Done to save your changes.
Notes:
- Enabling Payment Reminders applies to new Invoices only for that Client
- Payment Reminders are sent to whoever the Invoice was initially sent to, including any Secondary Contacts
- To send additional reminders anytime (even after all 3 are sent), click on the comment icon at the top of any Invoice and type in the Send a message… field; this will send an email to your Client with the message and a link to the Invoice
Charge Late Fees
Charge a one-time Late Fee if your Client takes too long to pay an Invoice. This Late Fee is applied as a new line item to your Invoice and can be set up with these steps to new Invoices only:
- From within the Client Profile or the Invoice itself under Client Settings, click on Charge Late Fees
- Check the box off next to Automatically add late fees to this invoice if it goes unpaid for too long
- In the How Much? area, choose between Percentage or Flat Fee
- If Percentage is chosen, specify the percentage and choose between charging a percentage of invoice value (the maximum amount to charge a late fee for) or of outstanding balance (late fee is calculated on the remaining total after any partial payments)
- If Flat Fee is chosen, specify the amount to charge
- If Percentage is chosen, specify the percentage and choose between charging a percentage of invoice value (the maximum amount to charge a late fee for) or of outstanding balance (late fee is calculated on the remaining total after any partial payments)
- If needed, click on Add Taxes and select up to two Sales Taxes to apply to the Late Fee, then click Apply Taxes
- In the When? area, enter the number of days after the due date for the Late Fee to apply
- Click Done to save your changes.
Note: Updating Late Fees on an Invoice will also apply to new Invoices moving forward for that Client.