Payment reminders
Automatic follow-up emails after the due date, and how to pause them for a client or a single invoice.
Quanta can chase unpaid invoices for you. Reminders only ever go out for invoices you have already sent, always with the invoice PDF attached, and they stop the moment the invoice is paid.
Turn them on
Workspace Settings → Invoicing → Payment reminders:
- Send automatic payment reminders: the master switch.
- First reminder … days after the due date.
- Then every … days.
- Stop after … reminders.
- Subject and Message: the email template. The invoice summary and PDF are added automatically.
Reminders are sent between 8am and 6pm in your workspace time zone.
Exceptions
- Per client. On the client sheet, untick Send automatic payment reminders to this client. Use it for clients on a retainer or an agreed payment schedule.
- Per invoice. On the invoice page, flip Reminders paused. The badge stays visible so you remember it is off.
Where you can see them
Every reminder is logged on the invoice's History tab with the date and recipients, next to the original send.
When they stop
Automatically on payment in full, after the Stop after count, when the invoice is voided, or when you pause them.
Invoice statuses
What Draft, Sent, Partially Paid, Paid, Overdue and Void mean, and which actions an invoice offers.
Invoice settings
The Invoicing tab of Workspace Settings: your address, logo, default payment term, date format, payment instructions, the contact name on invoices and the sender details on client emails.