Help article 12 of 20 · 3 min

Chase overdue invoices without the awkward call

You’ll finish with: Reminders and notices go out in your name, automatically and on your terms.

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  1. Open Settings → Pricing and set “Invoice terms (net days)”.

    This is what “overdue” actually means for your business. Every reminder rung counts from here.

    In the app: Open Pricing

  2. Open Settings → Policies and tick “Auto-send payment reminders & overdue notices”.

    The scheduler emails reminders and overdue notices in your name. You don’t lift a finger for these two rungs.

    In the app: Open Policies

  3. Customise the wording under Settings → Templates.

    Tabs “Payment reminder (rung 1)” and “Overdue notice (rung 2)” are the two that auto-send. Edit them to sound like you.

    In the app: Open Templates

  4. Review and send the “Letter of demand (rung 3)” yourself.

    This rung always stays manual. You review and confirm it, Sumitt never sends it for you.

    In the app: Open Payment follow-ups

Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.