Invoice Reminders

SellUpdated September 30, 2026 · Reviewed by Peasy Team

Invoice reminders automatically follow up with customers who haven't paid. Instead of manually tracking who owes what and sending reminder emails, Peasy does it for you.

How to Get There

Go to Configure > Invoice Reminders (under the Sales section).

How It Works

  1. Set up a reminder schedule — Choose when reminders go out (e.g., 7 days after the due date, 14 days, 30 days).
  2. Peasy watches your open invoices — When an invoice hits the reminder date and hasn't been paid, Peasy sends an automatic email to the customer.
  3. The customer gets a friendly nudge — Active customer contacts marked Primary or To · Billing receive the reminder; contacts marked CC · Billing are copied.

Setting Up Reminders

On the Invoice Reminders settings page, you can:

  • Enable or disable automatic reminders
  • Set the timing — How many days before or after the due date to send each reminder
  • Customize the cadence — One reminder, two, or more at different intervals

Good to Know

  • Reminders are only sent for open (unpaid) invoices. Once an invoice is paid, reminders stop automatically.
  • If online payments are available and the reminder has one To recipient, it includes a payment link. A reminder with multiple To recipients is sent without a person-specific payment link.
  • If the customer has no active contact marked Primary or To · Billing, Peasy skips the reminder. You can change a contact's badge in Managing Customers.
  • Reminders use your business name and branding so they look professional.
  • You can still send manual invoice emails anytime from the Invoices page.

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