Setting Up Payment Reminders

Never chase payments manually again. Hisab's automated reminder system helps you get paid faster.

Understanding Payment Reminders

Payment reminders are automated emails sent to customers when invoices become overdue.

Why Use Automated Reminders?

• Save time: No manual tracking of overdue invoices
• Maintain relationships: Professional, consistent communication
• Improve cash flow: Reduce payment times by 14 days on average
• Stay organized: Full history of all reminder communications

Configuring Reminder Settings

Accessing Reminder Settings

1. Go to Settings in the sidebar
2. Click on Payment Reminders
3. Toggle "Enable automatic reminders" to ON

Setting Reminder Schedule

Configure when reminders are sent:

Customizing Reminder Content

Use placeholders in your templates:

• {customer_name} - Customer's business name
• {invoice_number} - The invoice reference
• {amount_due} - Outstanding balance
• {due_date} - Original due date
• {days_overdue} - Number of days past due
• {payment_link} - Direct link to pay online

Managing Reminders Per Invoice

Pausing Reminders

1. Open the invoice
2. Click More actions menu (⋮)
3. Select Pause reminders

Sending Manual Reminders

1. Open the overdue invoice
2. Click Send Reminder
3. Preview and edit if needed
4. Click Send

Best Practices

1. Don't remind too early: Wait until due date
2. Space reminders appropriately: 3-5 days between
3. Set a maximum: 3-4 reminders before personal follow-up
4. Consider tone: Start friendly, escalate gradually

Next Steps

• Credit Notes - Handle disputed invoices
• Reports Overview - Track your collections