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Automate payment reminder emails, late fees, and sales tax

Enable automated reminder emails and automated late fees to save time with customer payment follow-up.

Click the Invoice Settings tab.

Invoice-InvoiceSettings

 

You must click Save to apply any changes within this section.

Reminders

  • Send reminders: When turned on, the system will send a reminder email to your customer the day before an unpaid invoice is due.
  • Send past due reminders: When turned on, the system will send reminder emails to your customer when the unpaid invoice is past the due date by 3 days, 7 days, and 14 days.  Past due reminder emails stop once your customer pays the invoice.

Note: both settings are turned on by default.

You can also send a reminder to any customer on demand from the Past Due tile on your dashboard. This is separate from the automated schedule above, and both can be used together. See Send overdue invoice reminders to learn how.

Late Fees

Late Fees are one-time fees that are sent as a separate invoice. The late fee invoice will reference the original past due invoice so both you and your customer have this for record-keeping purposes.

Once toggled on, the following options are available to customize late fees:

  • Grace period - The number of days after an invoice due date that a customer can pay before considered late.
  • Percentage of invoice fee - This will charge the late fee as a percentage of the amount owed on the original past due invoice.
    • % of invoice: The percentage of the original invoice that will be charged as a late fee. 
    • Minimum late fee - This option will set a minimum amount to be charged. The late fee will be at least the minimum amount unless the percentage exceeds this value.

For example: a customer is past due for a $100 invoice. You have set a 3% fee with a $5.00 minimum. Since the percentage would only generate a $3.00 charge, the $5.00 minimum fee would be applied.

  • Fixed fee - This option charges your customer a standard late fee for any past due invoice. 

Invoicing_LateFees

Sales Tax

You may set a standard sales tax percentage rate for your invoices. The rate may be edited per invoice you create, but this standard will appear as a sales tax default.

To enable a standard sales tax, check the Enable sales tax box. Enter the percentage you wish to set as the standard.

Invoicing_SalesTax