Setting Overdue Reminders

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.


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