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      What are Late Payment Fees and Reminders?

      Late 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 Fees

      There are multiple ways to adjust Late Payment Reminder and Late Fee settings, which are under Client Settings in either:

      • 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

       

      Late Payment Reminders

      Remind your Client of their unpaid Invoice(s) by sending up to three reminder emails with these steps:

      1. From within the Client Profile or the Invoice itself under Client Settings, click on Send Payment Reminders
        Send reminders button.
      2. Check the box off next to Automatically send payment reminders for this client’s invoices
        Checkbox enabled to send reminders with additional settings.
      3. Reminder #1 will appear, specify the number of days and choose whether to send this before or after the due date
      4. To customize the email message, click on the slider icon and type inside the Enter a Personal Message box, then click Done
        Personal message area to customize email reminder.
      5. If needed, click on the Add Another Reminder button and use step 3 and 4 to create a second and/or third reminder
      6. Click Done to save your changes.

       

      Notes:

      • Enabling Payment Reminders applies to new Invoices only
      • 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
        Comment button at top of invoice with history shown.

       

      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:

      1. From within the Client Profile or the Invoice itself under Client Settings, click on Charge Late Fees
        Charge late fees button.
      2. Check the box off next to Automatically add late fees to this invoice if it goes unpaid for too long
      3. In the How Much? area, choose between Percentage or Flat Fee
        1. If Percentage is chosen, specify the percentage and choose between charging a percentage of invoice value or of outstanding balance
          Percentage option selected with additional fields to fill out.
        2. If Flat Fee is chosen, specify the amount to charge
          Flat fee option selected with additional fields to fill out.
      4. If needed, click on Add Taxes and select up to two Sales Taxes to apply to the Late Fee, then click Apply Taxes
      5. In the When? area, enter the number of days after the due date for the Late Fee to apply
      6. Click Done to save your changes.

       

      Note: Enabling Late Fees applies to new Invoices only.

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