# How to Streamline Payments with Automated Invoice Reminders > Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly… - Source: https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-streamline-payments-with-automated-invoice-reminders - Section: Payments / Getting Started w/ Payments - Reading time: 2 min - Images: 3, each explained below - Modified on Mon, 8 Dec, 2025 at 5:42 AM --- Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings. What's New? - Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle - Delete a reminder if needed - Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date How to use? - Go to Settings within Invoices ![Screenshot 2024-06-12 at 14](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030185444/original/VMJYJzneKUpXplnAnLu9aSoU4wECUJQMyg.jpeg) **Screenshot 2024-06-12 at 14** This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Configure below details for every reminder. - What to choose: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date - Fields: Configure below details for every reminder:, Reminder Name - Next: Configure below details for every reminder: Example values (illustrative, not read from the screenshot): - Reminder Name: Priya Raman Full procedure: 1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle 2. Delete a reminder if needed 3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date - Click on Reminder Settings ![Screenshot 2024-06-12 at 14](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030185445/original/uPBhX7ZNehkXR3EOU4NkXDlCeIjQh6Ya-A.jpeg) **Screenshot 2024-06-12 at 14** This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Configure below details for every reminder. - What to choose: Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle Delete a reminder if needed Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date - Fields: Configure below details for every reminder:, Reminder Name - Next: Configure below details for every reminder: Example values (illustrative, not read from the screenshot): - Reminder Name: Priya Raman Full procedure: 1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle 2. Delete a reminder if needed 3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date - Configure below details for every reminder: 1. Reminder Name 2. Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! 3. Edit the Subject of your email 4. Set reminder frequency: Every \[X\] \[Days/Months/Hours..\] \[After/Before\] \[Invoice Due date/Invoice sent date\] 5. Set Maximum reminders to limit when the reminder will stop to go ![Screenshot 2024-06-12 at 14](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030185443/original/As47VMX6JTO773Yik8CN6JJ7lP-ObF2RCw.jpeg) **Screenshot 2024-06-12 at 14** This screenshot appears in "How to Streamline Payments with Automated Invoice Reminders". The text alongside this image reads: Reminder Name Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! Edit the Subject of your email Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date] Set Maximum reminders to limit…. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Click on Add New Reminder to add another reminder Delete a reminder if needed or just turn it off using a toggle. - What this covers: Reminder Name Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go! Edit the Subject of your email Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date] Set Maximum reminders to limit when the reminder will stop to go - Fields: Configure below details for every reminder:, Reminder Name - Next: Click on Add New Reminder to add another reminder Delete a reminder if needed or just turn it off using a toggle Example values (illustrative, not read from the screenshot): - Reminder Name: Priya Raman Full procedure: 1. Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle 2. Delete a reminder if needed 3. Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date - Click on Add New Reminder to add another reminder - Delete a reminder if needed or just turn it off using a toggle # **Invoice Reminder Behavior & Manual Reminder Handling** ### **1\. Invoice Reminder Template Behavior** - The previewed reminder template shown in the Invoice Settings is the correct template used for automated reminders. - Multiple reminders can be configured (e.g., Reminder 1, Reminder 2), each with its own timing. - Reminder automations only trigger **after they have been enabled**. --- ### **2\. Behavior for Existing Overdue Invoices** - Automated reminders **do not apply to invoices that were already overdue before the reminder feature was enabled**. - The system only sends reminders for invoices created after enabling the configuration. - Previously overdue invoices **must be handled manually**. --- ### **3\. Manual Reminder Sending** - Users may manually send a reminder to customers with overdue invoices. - When sending manually: - Selecting the contact will populate only the contact information. - Dynamic invoice fields (invoice amount, due date, invoice number) do **not auto-populate** when sending via manual message composer. - Manual reminder messaging is recommended only when necessary to avoid template mismatch concerns. --- ### **4\. Invoice Due Date Configuration** - Updating **Invoice Due After (days)** in **Payment Settings** impacts **future invoices only**. - Existing invoices—including recurring invoices already generated—are not updated retroactively. - Any changes apply solely to invoices generated after the update. --- ### **5\. Key Operational Notes** - Manual action is required for any invoice reminders related to invoices created prior to enabling reminder automation. - Staff should clarify expectations with users about dynamic field behavior in manual reminder emails. - Changing due-date settings is not retroactive and should be communicated clearly to users setting up recurring billing. --- --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com