Invoice reminders automatically follow up on outstanding invoices, so you don't have to chase debtors manually. You can send reminders before an invoice is due or after it becomes overdue, apply them to all clients or select clients, and customise the email each reminder sends.
This guide covers how to configure your reminder settings, create reminder templates, and turn reminders on or off for individual clients.
How-to
Configure invoice reminder settings
Go to Settings → Invoices.
Turn on Default invoice reminder preferences.
To enable reminders for every client, check Apply to all existing clients and override the current invoice reminder preferences. (Use the same option to turn reminders off for all clients.)
To skip reminders for small amounts owing (such as $0.01 rounding differences), check Don't send reminders for amounts owing on an invoice under and enter an amount of at least $1.00.
💡 All clients have invoice reminders turned off by default. Applying to all existing clients overrides each client's current preferences.
Set up invoice reminder templates
Reminder templates hold the emails sent to clients and contacts. splose includes three default templates — 7, 14, and 21 days overdue — and you can create your own to trigger before an invoice is due or after it becomes overdue.
Each template lets you:
Trigger the reminder a set number of days before an invoice is due, or a set number of days after it's overdue
Use placeholders to customise the email title and body
Select the reply-to address
The steps below outline how to add a new template.
Click + New invoice reminder.
Update the content.
Click Create.
💡 You can run a series of reminders — for example "Due in 1, 7, and 14 days" or "Overdue in 1, 7, and 14 days".
Turn invoice reminders on or off at a client level
You can override the workspace default for an individual client.
Go to Clients and select the client.
Edit the client's invoicing details.
Turn invoice reminders on or off.
Things to Note
If reminders are enabled in both splose and Xero, clients receive duplicate reminders. Disable reminders in one system to avoid this.
If a client has a Send invoices to contact, that contact receives the reminders. Associated contacts with Invoices ticked do not receive automated reminders.
A client needs email selected under their communication preferences, or they won't receive reminders.
Overdue reminders trigger from the invoice's due date, not the issue date or when the invoice email was sent. A reminder set to "Overdue in 7 days" sends 7 days after the due date.
Reminders apply only to invoices generated after the settings are configured. They don't apply retroactively to pre-existing overdue invoices.
Troubleshooting and FAQs
Why aren't my reminders sending?
Why aren't my reminders sending?
Ensure reminders are enabled in
Settings > Invoices.Verify the invoice is marked as "Sent."
Check that the client’s communication preferences allow email reminders.
Confirm the outstanding amount meets the minimum threshold.
When are the reminders sent?
When are the reminders sent?
Invoice reminders are sent out between 8 am and 10 am local time (location time). Please note, draft invoices will not send invoice reminders out, while invoices marked as sent will send invoice reminders out. If you revert invoices to draft before the invoice reminders are due, then the invoice reminder will not be delivered from the system.
Reminders are sent within a daily window of 8:00–10:00 a.m. local time.
Ensure the reminder schedule aligns with your expectations (e.g., "Overdue in 7 days" sends 7 days after the due date).
Will reminders apply to overdue invoices created before enabling reminders?
Will reminders apply to overdue invoices created before enabling reminders?
No, reminders only apply to invoices generated after the reminder settings are configured.
How do I stop all reminders for existing clients?
How do I stop all reminders for existing clients?
Enable "Apply to all existing clients" in Settings > Invoices and turn off all reminder schedules.
Can automated invoice reminders be sent by SMS instead of email?
Can automated invoice reminders be sent by SMS instead of email?
Automated reminders send by email only; this applies to both overdue-invoice reminders and incomplete-form reminders. You can still send an invoice by SMS manually so the client can pay by link from their phone (see Send an invoice by SMS), but there's no automated SMS reminder schedule.