Invoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
The problem it solves
Writing invoice emails and reminders one by one is slow, so overdue invoices go unchased.
How it works
- Choose an email template for the invoice.
- Preview and send it.
- Send payment reminders when the invoice falls overdue.
What your practice gets
- Invoices reach clients consistently.
- Reminders without writing emails.
- Preview before anything is sent.
Questions accountants ask
Can I customise the email?
Yes. Emails use templates you can preview.
Can I send reminders?
Yes. Payment reminders can be sent for unpaid invoices.
Where are sent emails recorded?
With the invoice and client.
Related features
Features that work alongside invoice emails and payment reminders.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoPayments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
VideoVoid and reverse invoices
Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.
Recurring invoices
Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.