- Reminder Types You Can Use
- How to Set It Up
- Viewing and Modifying Reminders
- When to Use Each Reminder Type
You can configure any invoice, quote, or receipt to automatically send reminder emails on your behalf.
In this guide, we’ll show you how to set up and customize the available reminder options so your clients never miss a due date.
Reminder Types You Can Use
When sending a document by email, you can choose to automatically resend it:
- 3 days after the due date
- 1 week after the due date
- Every week
- Every month on the 1st
Each option helps you stay on top of follow-ups without crowding your calendar or inbox.
How to Set It Up
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Open or Create Your Document Whether you’re creating a new invoice or editing an existing one, switch to Email mode using the toggle in the editor.
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Choose When to Resend Under the "Automatically resend email reminder" dropdown, select one of the available durations:
- No reminder
- 3 days after due date
- 1 week after due date
- Weekly
- Monthly
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Send Now or Later You can also:
- Check “Send now” to email the document immediately.
- Check “Send me a copy” to receive a copy of the email for your records.
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Save the Document Once you save, Pricefic handles the rest. The reminder schedule is tied to the document’s due date, so make sure that’s correctly set.
Viewing and Modifying Reminders
If you want to change a reminder:
- Open the document
- Switch to Email mode
- Update the reminder setting or cancel it by selecting "No reminder"
You’ll see a short summary in the info box showing what reminders are currently active.
When to Use Each Reminder Type
- 3-day and 1-week reminders: Ideal for gentle nudges after the due date has passed.
- Weekly reminders: Good for ongoing communication during longer billing cycles.
- Monthly reminders: Helpful for recurring services or subscription-style invoices.
With the right reminders in place, you can reduce late payments and keep cash flow predictable—without sending a single follow-up manually.