Help article 12 of 20 · 3 min

Chase overdue invoices without the awkward call

You’ll finish with: A heads-up, reminders and notices go out in your name, each with a Pay button, 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. The heads-up and every reminder rung count from the due date it sets.

    In the app: Open Pricing

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

    The scheduler emails a heads-up 3 days before the due date, then the reminder and the overdue notice, all in your name. Each email has a Pay button that opens the invoice. You don’t lift a finger for these three. Automatic sending is part of Pro.

    In the app: Open Policies

  3. Customise the wording under Settings → Templates.

    Tabs “Due soon heads-up”, “Payment reminder (rung 1)” and “Overdue notice (rung 2)” are the three that auto-send. Edit them to sound like you. The pay link goes with each one, even if you take it out of the wording.

    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.