Planpage can automatically send payment reminder emails to your clients for upcoming and overdue Invoice payments. These reminders help you stay on top of due dates without manually tracking or sending follow-up emails.

When Automated Payment Reminders are enabled, Planpage will automatically send email notifications to clients based on their Invoice payment due dates. Reminders are only sent if a payment has not yet been marked as paid and is either upcoming or overdue.

In the Sidebar, click into Settings (gear icon)

Then click Quotes & Invoices under the Financial Settings section.

Each email can be set to On or Off.

Each email can be edited by clicking Edit Email.

Clicking Edit Email will open the email editor...

Subject - Customize the subject line for the email.

Greeting - The greeting is fixed text that automatically displays the name of the client who received the reminder email.

Email Body - Fully customize the language for this section of the email.

Invoice Summary - Information such as invoice number, due date, and amount due will be inserted automatically when the reminder email is sent.

Pay Now Button - This button will take your client directly to the invoice where they can make a payment.