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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.

Invoicing_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.

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