Pending payments and payment reminders

Getting paid without being pushy is an art. Your account helps: when an invoice passes its due date unpaid, the customer receives polite reminders, always with the link to pay.

What happens when an invoice is overdue

1. 1The customer's profile gets the billing:pending tag.
2. 2The customer gets a reminder with the payment link by email, and by SMS if you have it on.
3. 3On days 1, 3, 7 and 14 after the due date, new reminders go out (by email, and by SMS if you have it on).
4. 4On day 7, you get an alert and a task is created to call the customer kindly.
5. 5On day 14, a last reminder goes out as a text.

When the customer pays, the tag is removed by itself and the reminders stop.

If your policy allows it, offer a payment plan when you call. Many customers pay when they're given a comfortable way out.

See what you're owed

1. 1Click Payments › Invoices & Estimates.
2. 2Filter by status Overdue or Pending.
3. 3You can also search the billing:pending tag in Contacts. See Saved lists and filters.

Resend a payment by hand

1. 1Open the invoice.
2. 2Click Resend to send it again.
3. 3Or copy the payment link and paste it in the conversation. See Payment links.

If something goes wrong

• The customer says they already paid: check Stripe to see whether the payment arrived. If they paid outside the app, write to us and we'll mark the invoice as paid. See A payment isn't showing in the app.
• No reminders go out: check the customer hasn't unsubscribed from messages.
• You want a different rhythm: ask us by email.

Write to us at support@neuroaistudio.com.