Settings
Payment Reminders
Set up automated payment reminders for overdue invoices.
Payment reminders (dunning) automatically notify customers about overdue invoices. Navigate to Settings > Reminders.
Setting Up Reminders
Configure reminder schedules to automatically follow up on unpaid invoices:
- Navigate to Settings > Reminders
- Create reminder rules with timing and message templates
Reminder Configuration
| Field | Description |
|---|---|
| Trigger | Days after due date (e.g., 7, 14, 30 days overdue) |
| Subject | Email subject line |
| Message | Email body template |
| Enabled | Toggle the reminder on/off |
How It Works
- dubbl checks for overdue invoices daily
- When an invoice matches a reminder rule, the customer receives an email
- The reminder is logged in the invoice activity feed
- Subsequent reminders follow the escalation schedule
Best Practices
- Start with a gentle reminder at 7 days overdue
- Send a firmer follow-up at 14 days
- Consider a final notice at 30 days
- Keep messages professional and include payment instructions
- Review overdue invoices regularly in the Aged Receivables report