Send overdue invoice reminders

Picture it: You have several customers with past-due invoices. You want to prompt them to make a payment today, and don't have time to call each one. You can now send payment reminder emails on-demand, and even consolidate reminders into one email if the customer is late on more than one invoice.

The Overdue Activity tile

The Overdue Activity tile is where you'll see all of your past-due invoices and you'll find the tile on your Autobooks Dashboard (click Dashboard in the main navigation menu).

The tile lists up to five customers, sorted by the number of invoices they owe. Each row shows the customer's name, a red indicator with the number of past-due invoices, and their total outstanding balance.

If you have more than five customers with overdue invoices, click See all past due invoices to view the full list. You can also click a customer's name to see a list of their past-due invoices separately.

Sending an overdue invoice reminder

1. On the Overdue Activity tile, click Send Reminder next to the customer you want to trigger a reminder email for.
2. A window opens showing the customer's name, email address, and total amount owed. It also shows a quick summary of their history: how many invoices are past due, when you last sent them a reminder, how many invoices they've paid in total, and when they last paid.
3. Confirm the recipient email address. It will be pre-filled with the email on file, but you can change it before sending.
4. Click Send Reminder.

Your customer will receive an email with a link to review and pay their past-due invoices.

What your customer sees

Your customer receives an email showing the number of past-due invoices and the total amount they owe. The email includes a Review and Pay button that takes them to a secure payment page.

On the payment page, your customer can review each invoice and choose to pay all of them or just some by checking a box that appears next to each (all of their past-due invoices are selected by default). The total payment updates automatically based on what they select.

When they're ready, they choose a payment method (credit card, bank account, or Apple Pay) and complete the payment. All selected invoices are paid in one transaction.

After your customer pays

Your customer receives one receipt email listing every invoice that was paid, the total payment amount, the payment method, and a confirmation number.

On your end, the payment appears in your Payments list. Click on the payment to see the detail panel on the right. If the payment covered multiple invoices, the Source row shows a button with the number of invoices included. Click the number of invoices to see a breakdown of which invoices were included and how much money was applied to each one.

To resend the receipt, click the payment in your Payments list and select Send receipt from the action menu.

A note on automated reminders

This feature is separate from the automated past-due reminder emails in your Invoice Settings. The automated reminders are sent out on a schedule without any action from you. The Overdue Activity tile is for sending a reminder on demand, whenever you choose. Both of these features can be used together.

Read our Automate payment reminder emails, late fees, and sales tax article to learn more about the automated reminder settings.