WragbyWbizManager

Set up invoice reminders

Switch automatic payment reminders on for your company and choose the reminder policy every invoice follows unless its customer or the invoice has its own.

For finance administratorsUpdated 4 Nov 2026

Before you start

  • Set up reminder policiesYou pick the default reminder policy here. Use a system policy or make your own first.
  • Set up invoice settingsReminder emails carry your company name and, if the policy says so, the invoice PDF with your letterhead.
In this article
  1. Steps
  2. Exceptions for a customer or an invoice
  3. If something goes wrong

Automatic payment reminders email customers about posted invoices that still have a balance due. Invoice Reminders is the master switch for your company, and it holds the default reminder policy.

Reminders go only to invoices that are posted, have a balance due, aren't paused, and whose customer isn't excluded from reminders. They go to the customer's email address.

Steps

  1. Open Settings › Invoice Reminders

    In the menu on the left, select Settings, then Invoice Reminders.

    1. Invoice Reminders in the Settings menu.
    2. Send automatic reminders: the master switch. When it's off, no automatic reminders go out, whatever the policies say.
    3. Organisation default reminder policy: the policy for every invoice whose customer and invoice have none of their own. None (only invoices and customers with their own policy) means only those get reminders.
    4. Reminder Policies opens the list of policies, to add or change one.
    5. Save.

  2. Switch reminders on and pick the default

    1. Turn on Send automatic reminders.
    2. In Organisation default reminder policy, choose a policy, for example Standard (system).
    3. Select Save. You'll see Reminder settings saved.

Exceptions for a customer or an invoice

  • For one customer: in the customer's details, choose another Reminder policy, or turn on Exclude from payment reminders. See Add a customer.
  • For one invoice: in the invoice's Payment reminders panel, choose another Reminder policy, select Pause reminders, or select Send reminder to email one now. See Manage an invoice.

If something goes wrong

MessageWhat to do
Could not save the reminder settings.Try again. If it keeps failing, check you're allowed to edit reminder settings.
Failed to load the reminder settings.Select Retry.
Reminders are paused for this invoice. (on an invoice)Turn off Pause reminders on that invoice.
The customer is excluded from payment reminders. (on an invoice)Turn off Exclude from payment reminders on the customer.