Reminder Automation
Your AI payment assistant is active and monitoring invoices.
Email not configured. Connect your email to send reminders.
Email Tone
ProfessionalFormal and respectful — ideal for enterprise clients
Reminder Schedules
Before Due Date
3 days before· Email
On Due Date
On the day· Email + WhatsApp
After Due Date
3 days after· Email + WhatsApp
Message Templates
Friendly reminder: Invoice #{invoice_number} due soon
Hi {client_name}, Just a friendly heads-up that invoice #{invoice_number} for ₹{total} is due on {due_date}. Thanks!
Invoice #{invoice_number} is due today
Hi {client_name}, Invoice #{invoice_number} for ₹{total} is due today. Please let us know if you need anything. Thanks!
Overdue: Invoice #{invoice_number}
Hi {client_name}, Invoice #{invoice_number} for ₹{total} is now overdue. Please settle at your earliest convenience. Regards,
Late Fee Setup
Automation Rules
BetaIF-THEN rules that trigger automatically based on invoice and client behavior.