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🎥 Setting Up Automated Payment Reminders on Outstanding Invoices
🎥 Setting Up Automated Payment Reminders on Outstanding Invoices

Video Tutorial: Setting up automatic payment reminders is easy. We'll show you how.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

When you set up automated payment reminders for your invoices in Aisle Planner, you don't need to worry about remembering to remind your clients or remember when payments are due.  How great is that?  

Here's everything you need to know about automatic payment reminders:

How Are Clients Notified When a Payment Is Due?

When an automatic payment reminder is triggered from Aisle Planner, your client will receive a beautifully branded (provided you've set up your branding in Aisle Planner) automated email, reminding them that a payment is (or will be) due, along with a link to view their invoice and easily make an online payment by credit card or ACH (if you've enabled online payments).  

How Will I Know When a Payment Has Been Made By A Client?

When a payment is made, we'll let you know.  When a payment is past due, we'll let you know as well! 

How Do I Set Up Automatic Payment Reminders on An Invoice?

To set up payment reminders, you'll need to add a payment schedule on your invoice in Aisle Planner. Our Founder, Christina Farrow, walks you through setting up those automated payment reminders in this short video.

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

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