Payment reminder templates save you from writing the same reminder every time. You set one up once, then reuse it on any invoice or set it as a client's default.

The template then appears in the list of templates, where you can edit or delete it.

📌 If you delete a template that's set on clients, it's removed from those clients, and they no longer have a template. Invoices that already have reminders from the deleted template aren't affected.

Star a template in the list to make it your organization default. When you tick the reminders option on an invoice for a client without its own template, the default is selected.

📌 Setting an organization default doesn't turn reminders on automatically. To add reminders to every invoice for a client without ticking the option each time, set a template on the client in the CRM.

Click Edit template to choose when and how each reminder is sent:

Timing: Set when the reminder is sent, for example 3 days before or 5 days after the invoice's due date.

📌 Changes apply to reminders added after you save. Invoices that already have reminders from this template keep their existing reminders.

Email sender: Choose the address the reminder is sent from. You can use a custom sender address set up in Settings > General > Custom Sender Email Address (Ultimate plan), or a Gmail or Outlook inbox connected to Productive (Professional and Ultimate plans).

Subject: Set the email subject. You can use dynamic fields to pull in details like the invoice number or project ID.

Content: Write the email body.

📌 You can use dynamic fields in the content, too. Click the info bubble to see all available fields, then type @ or click + to insert one.

👉 Learn more:

A template can include several reminders, each sent on a different day. For example: