Invoice overdue reminders fire automatically. The cadence and copy are hard-coded — you can't edit them from a settings page, but you can see what fired in the customer's Communication tab.
There's no Settings → Automations page. Cadence and wording are hard-coded; you can't edit them.
How it works
A daily background job scans for invoices past their due date. For each overdue invoice, it sends a polite reminder SMS and/or email to the customer (depending on the contact method on the customer record).
The reminder loop continues at intervals until the invoice is paid or voided.
What you'll see in the customer's Communication tab
- Each reminder is logged with timestamp, channel (SMS or email), and the message content.
- Customer replies (if any) thread back into the same conversation.
What you can configure
Today, the cadence and copy are not editable from a settings page. The platform decides:
| Setting | Editable? |
|---|---|
| When the first reminder fires after due date | No |
| The interval between reminders | No |
| The wording | No |
| Per-customer suppression | Yes — flag the invoice with a Don't dun note (talk to support if not visible) |
If a customer is on a payment plan or you've agreed to wait, mark the invoice and the daily job will skip it.
Day-before appointment reminders
Separate from invoice reminders, there's a day-before appointment reminder that fires at 8 AM ET daily. It picks all jobs scheduled for tomorrow and sends each customer an SMS confirming the visit.
This is the highest-leverage automation for reducing no-shows. It can't be turned off from a UI; it just runs.
Post-completion review request
2 hours after a job is marked Completed, the platform sends a review-request SMS to the customer. This drives Google Reviews and similar.
Wording is hard-coded. Per-customer suppression: same as above — flag the customer to skip.
What you can manually send
From the invoice page or the customer's record, you can send a manual reminder any time. This goes out independently of the automated cadence. Use it for cases where the cadence isn't enough, or where a personalized message will land better than the template.