Automatic invoice reminders

Chasing money is the job nobody looks forward to. Automatic reminders do it for you: polite emails before and after the due date that stop the moment your client pays.

Available on Plus and Pro

Automatic and manual reminders are included on the Plus and Pro plans. See CoreHue plans.

Turning reminders on

1. Open Settings → Reminders.
2. In Invoice reminders ("Send reminders while an invoice has an outstanding balance."), turn the switch on.
3. Tick the points you want reminders to go out.

The choices are fixed:

• 7 days before due
• On the due date
• 3 days after due
• 7 days after due
• 14 days after due

Everything except 14 days after starts ticked: one heads-up, a nudge on the day, and two follow-ups. That suits most studios as it is. The same page holds your booking and document reminders. See Setting up automatic reminders.

Reminders follow the payment that's due

For an invoice with a single due date, reminders are timed from that date and ask for the balance.

For an invoice with a payment schedule, reminders chase the current payment, using its date and amount. While the deposit is unpaid, reminders are about the deposit. Once it's in, they move on to the next payment. Your client is only ever asked for what's actually due. See Splitting an invoice into a payment schedule.

When reminders stop

Reminders stop on their own when:

• the balance is paid, so nobody who has paid gets chased
• the invoice is cancelled or written off
• you pause them for that invoice

They also hold while your client still has a contract or questionnaire to finish before paying a proposal invoice, and they stop if the booking or proposal behind an invoice closes. See Invoices for bookings and proposals.

Why a reminder might not go out

• No due date. Reminders are timed from it. This is the most common reason.
• No email address on the contact.
• Reminders switched off in Settings → Reminders, or paused on this invoice.
• The invoice is still a draft. Reminders start once it's sent.

Managing reminders on one invoice

While an invoice is open, partially paid or overdue, its header has a Reminders menu showing what's scheduled next and who it goes to. From there:

• Pause stops automatic reminders for this invoice only. CoreHue asks you to confirm, and your settings for other invoices don't change. Use it when a client has told you they're paying on Friday.
• Resume starts them again.
• Send reminder opens a composer so you can send a personal nudge now. A short, friendly note often lands better than the scheduled one on a long-overdue invoice.

What your client sees

A short email from your business name reminding them what's due and when, with a button to open the invoice and pay. For a payment schedule it's about the payment that's due now, not the whole total.

On the Free plan

The Reminders tab in Settings and the reminder controls on invoices are hidden, and nothing is sent. Choosing Send reminder opens a Send reminders upgrade window. Your reminder settings are kept, so they pick up again when you upgrade.

Frequently asked questions

Can I set my own reminder timings?

No. Invoice reminders use five fixed points: 7 days before due, on the due date, and 3, 7 and 14 days after due. You choose which of them to use.

Will my client get a reminder after they've paid?

No. Invoice reminders stop as soon as there's no balance left on the invoice.

Do reminders go out for booking deposits?

Yes. Invoice reminders go out for booking invoices that have a due date and an amount owed, as long as the booking is still active.

Can I see which reminders have been sent?

Yes. The invoice's Email history, in its three-dot menu, lists every email sent about it, reminders included.