You can send an automated email to clients about overdue invoices. Only ONE (1) automatic reminder is sent per overdue invoice.

The reminder is sent within 24 hours of the invoice becoming overdue.

Important: Make sure you mark your invoices as paid if they are paid before the due date, or else your clients will receive an automatic reminder.

NB If you accept payment via Stripe, Rounded will automatically mark your invoices as
      paid when you receive payment from your clients.

Set Up

Automated reminders are managed on an invoice by invoice basis. The default setting for automated reminders is inactive.

Automated reminders can be activated when the invoice is in a draft state or after an invoice has been sent to a client/marked as sent.

1) From the main Invoices section create a new invoice or choose an existing invoice.

2) The Auto reminder option is on the right.

3) Click the blue email link to access the email template which accompanies the reminder.

This email template can also be accessed via Settings > Email templates

4) Edit the email as required using the merge tags to personalise.

Click SAVE to save changes.

4) Click the button to activate the reminder

Once the reminder is sent, the confirmation will be displayed on the right side of the invoice

Note: Rounded will remember automated reminder settings on a client by client basis.
          If you activate the auto reminder it will be activated by default for all future
          invoices sent to that client.

          Auto reminders can be disabled at any time.

          You can also manually send reminders to clients for overdue invoices.
          Click HERE to learn more.

Don't forget to download the Rounded mobile app!

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