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How to Add Automated Invoice Reminders – BizStackPro Help

How to Add Automated Invoice Reminders

Q: How do I create custom templates?

Create custom email or SMS templates in the templates area, then select them while configuring your reminder settings.

Automate payment follow-ups in BizStackPro by enabling invoice reminders. Improve cash flow, save time, and keep client communication consistent and professional.

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Following Up on Invoices Without Chasing Manually

When invoices go unpaid, it can be time-consuming to remember who needs a reminder and when to follow up.

Automated reminders handle this process by sending scheduled messages through email or SMS based on your defined timing.

Without automation, follow-ups can be inconsistent, overdue invoices can pile up, and payments may take longer to collect.

This guide will walk you through how to set up automated reminders so your follow-ups stay consistent and require less manual effort.

To begin, navigate to the reminder settings where you can configure your follow-up rules.

Step 1: Navigate to Reminder Settings

Go to Payments → Invoices & Estimates → All Invoices.
Click Settings.
Select Reminder Settings.

Follow along: This is where you build your “default” reminder rules so your follow-ups run automatically after you send invoices.

Step 2: Configure Your First Reminder

Toggle reminders On to enable automation.
Add a Reminder Name (example: Payment Reminder 1).
Select an Email or SMS template (or use the default).
Edit the subject line (email) and personalize using custom values like client name or due date.
Set the frequency (example: every 3 days after the invoice is overdue) and a maximum number of reminders.

Pro tip: Keep Reminder 1 friendly and short. Make Reminder 2 more direct. Save the strongest language for Reminder 3 (final notice style).

Step 3: Add Additional Reminders

Click Add Another Reminder to create a second or third follow-up with different templates, timing, and wording.

Example cadence: 1 day overdue (gentle) → 4 days overdue (direct) → 7 days overdue (final).

Step 4: Finalize & Manage Reminders

Toggle reminders On/Off anytime.
Delete a reminder using the bin/trash icon.
Reminder rule changes typically apply to new invoices created after the update.

Important: Once a client pays, reminders for that invoice stop automatically.

Key Features & Benefits

Improved cash flow: Consistent follow-ups reduce late payments.
Less admin work: No more manual “did I remind them?” tasks.
Professional consistency: Your messages stay on-brand.
Customization: Use email/SMS templates and custom values.

Pro Tips

Personalize with client name, invoice number, amount due, and due date.
Send yourself a test invoice to preview the reminder tone.
Use reasonable spacing so you don’t overwhelm clients.
Review your reminder performance monthly and adjust cadence.

Use Cases

Small businesses: Keep collections consistent without extra labor.
Freelancers: Stay paid on time across many clients.
Teams: Standardize follow-ups across staff and locations.

Want fewer overdue invoices?

Automated reminders keep your follow-ups consistent—so you get paid faster without chasing people manually.

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Frequently Asked Questions

Can I disable reminders for specific clients?

Yes. You can disable reminders for specific clients or invoices by adjusting their settings individually.

How do I create custom templates?

Create your email/SMS templates in your templates area, then select them in Reminder Settings when building each reminder.

What happens if a client pays after a reminder?

Once payment is recorded, the system stops sending additional reminders for that invoice.

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Consistent Follow-Ups, Better Cash Flow

Set your reminders once and let BizStackPro do the chasing—politely, on-brand, and automatically.

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Less admin. More on-time payments.

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