Payment reminders
Follow up on unpaid invoices without the awkward emails
Decide once how you want to follow up, before the due date and after it, and let MetroPay send the polite email at the right moment. Every reminder is logged, and nothing goes out until an owner turns them on.
Off until you turn it onReminders are off until an owner turns them on in Settings. Each rule in the cadence can be enabled on its own.
The problem
Chasing payments is the part nobody enjoys
Writing the "just checking in" email is awkward, so it gets written late or not at all, and an overdue invoice quietly becomes a much older one. A reminder that goes out on a schedule is easier for you and, in practice, kinder to the customer, who usually just forgot.
Step by step
How it works, in three steps
Set the cadence
A few days before the due date, on the day, and a week or three after it. Enable each rule on its own.
Turn reminders on
An owner switches them on for the workspace. Until then the cadence is only a plan.
Let them go out
Each morning at eight, in your own timezone, MetroPay sends what is due, once per invoice and rule, and logs it.
Cadence
Before, on and after the due date
Rules are relative to the invoice due date: three days before, on the day, seven and twenty-one days after, or whatever you choose. Each rule is enabled or disabled on its own, and an invoice can only ever receive each rule once.
- Before-due, on-due and after-due rules with the day offset you choose
- Each rule enabled separately; the workspace switch governs them all
- One reminder per invoice per rule, guaranteed
Judgement built in
Reminders that know when to stay quiet
A reminder never goes to a draft, a voided or written-off invoice, or one that is paid. If a customer has reported a bank transfer that you have not confirmed yet, the reminder waits. A customer can be excluded entirely, and every email carries a one-click unsubscribe.
- Paused while a customer's payment claim is pending
- Per-customer opt-out for the relationships you handle in person
- Every reminder in the email log, with delivery status
Wording
Your words, your sender
The reminder email is a template you can edit, with the invoice number, amount, due date and payment link filled in. It goes out under your business name, and with a verified sending domain it can come from your own address.
- Editable email template with merge fields
- Sent under your business name, with your logo
- A payment link in every reminder, so the customer can settle it from the email
In practice
A practical example
Alder Street Dental owes Northline Studio $480.00 on INV-1039, due on the twenty-first. Northline's cadence sends a gentle note three days before, one on the day, and a firmer one a week later. The customer pays from the link in the second reminder. No one at Northline wrote an email, and the invoice shows every reminder that was sent.
Northline Studio is a fictional business; none of these figures are real.
Outcomes
What you get
- Follow-ups happen on time without anyone remembering to write them
- Customers get a payment link in every reminder
- Nothing goes out for paid, voided or disputed invoices
- Every reminder is logged with its delivery status
- You control the cadence, the wording and who is excluded
What it does not do
- Nothing is sent until an owner turns reminders on for the workspace
- It does not add late fees or interest to the invoice; state those in your terms
- It does not phone or text customers; reminders are email only
Questions about payment reminders
Create your first invoice in minutes
Free to use today, with no card on file and no trial clock. Add a customer, send the first invoice, and the rest of the workspace is there when you need it.