Reminding clients about overdue payments can be really uncomfortable. Sometimes, you can even forget to send a reminder. Payment reminders in ActiveCollab solve this problem by allowing you to send automated reminder messages.
How to enable overdue reminders
- STEP 1: Click on the Profile icon in the upper right corner
- STEP 2: Access System Settings
- STEP 3: Scroll down to select and edit Invoicing > Invoice and Estimate Settings
- STEP 4: Click on Overdue Reminders to enable them
- STEP 5: Set the time frequency after which ActiveCollab sends a reminder to clients.
The first reminder can be sent after:
- 1 day
- 3 days
- 5 days
- 1 week
- 2 weeks
- 1 month
Then repeat every and choose the frequency:
- Do not repeat
- 1 day
- 3 days
- 5 days
- 1 week
- 2 weeks
- 1 month
- STEP 6: Customize the Reminder message
The already set reminder message that will appear in the email is the following:
We would like to remind you that the following invoice has been overdue. Please send your payment promptly. Thank you.
- STEP 7: Click Save Changes.
Note: After you’ve enabled overdue reminders, ActiveCollab will automatically send the reminder email with the invoice PDF in the attachment.