Invoicing · Autessa Payments
Automatic payment reminders
Autessa Payments sends automatic payment reminders for unpaid invoices: 3 days before the due date, on the due date and 7 days after. Each reminder is branded like your invoice, includes the PDF and a Pay invoice button, and they stop as soon as the invoice is paid or voided. Agents can also call your customer and send emails to chase that invoice.
The problem it solves
Chasing late payments is awkward and easy to forget
Most late invoices are simply forgotten. Polite, scheduled reminders get you paid without the uncomfortable email, and Autessa never sends one within two days of another email about the same invoice, so customers are not spammed.
What you get
- Reminders are on for new invoices; clear Email automatic reminders on the form to turn them off for one invoice.
- The Automatic reminders card on the invoice shows which were sent and when the next is scheduled.
- You can turn reminders on or off on a draft or unpaid invoice at any time.
- Reminders stop the moment the invoice is paid or voided.
- Send reminder on the invoice emails it again on demand with the same pay link.
- Subscription invoices are handled by the subscription’s own retry emails instead.
How it works
How does automatic payment reminders work in Autessa Payments?
Leave reminders on
The checkbox on the invoice form is on by default.
Send the invoice
Reminders are scheduled from the due date once you send.
Watch the card
See Sent and Scheduled dates for each of the three reminders.
Get paid
Payment stops any reminders left.
Every option
Reminder schedule
| Option | What it does |
|---|---|
| 3 days before it’s due | A heads-up with the PDF and Pay button. |
| On the due date | A due-today reminder. |
| 7 days after it’s due | A past-due reminder. |
| Spacing | Never within two days of another email about the same invoice. |
| Per-invoice switch | On the form or the invoice’s Automatic reminders card. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Owner, Admin, Accountant (or any role with Payments) | Turn reminders on or off and send a manual reminder. |
| Your customer | Receives reminders and pays from them. |
Connected
How it connects to the rest of Autessa Payments
FAQ
Questions about automatic payment reminders
When do reminders go out?
Automatically 3 days before, on the due date and 7 days after. You can turn reminders off per invoice and send a manual reminder any time.
Will a customer who already paid get a reminder?
No. Reminders stop as soon as the invoice is paid or voided.
Do old invoices have reminders?
Invoices sent before automatic reminders existed have them off. Turn them on from the invoice’s Automatic reminders card.
100% customizable, code and all
Make Autessa Payments fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours