Send payment reminders automatically

Chasing payments by hand is slow. An automation can send a reminder before and after a due date, so customers get a nudge without anyone lifting a finger.

The pattern

Feed the workflow your invoice data (via a webhook from your accounting tool, a sheet, or your CRM), then send a template reminder. Add delay or schedule logic to send a reminder a few days before the due date and again if it passes unpaid.

Create a workflow triggered by your invoice source.

Map the customer number, amount, and due date.

Send a reminder template before the due date.

Branch on payment status: if still unpaid after the due date, send a follow-up.

Save and enable.

Set up payment status alert triggers

Inside the automation, go to Payment Status Alerts → Settings and save your webhook URL there. This is where you define exactly when reminders fire.

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Choose a payment status to trigger on, for example Pending, Paid, or Overdue.

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Set the day offset relative to the due date: 1 means one day before, 0 means on the due date itself, -1 means one day after.

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Add multiple triggers to cover different scenarios — for example, one trigger 1 day before, another on the due date, another 5 days after for overdue follow-ups.

Critical: date format is Month-Date-Year

The due date column must use MM-DD-YYYY format, not the DD-MM-YYYY format common in India. Using the wrong format silently breaks the day calculations — reminders will fire on the wrong dates without any error message.

Once triggers are configured, click Send Alerts to fire all matching reminders based on today's date against your data.

Accounting integrations

If you use Tally, Zoho Books, Xero, or similar, the Connect guides show how to pull invoice data directly. See Connect.

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