Enable automated reminder emails and automated late fees to save time with customer payment follow-up.
Click the Invoice Settings tab.
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.
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.
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.
