Why Automatic Invoice Reminders Save You Time
Tracking which clients have received an invoice and following up on unpaid ones takes time that most small business owners do not have. Keap™ sends automatic invoice reminder emails to your clients on your behalf when a payment is overdue — and creates a follow-up task for you when the invoice is significantly past due. You stay on top of outstanding payments without having to manually track every invoice or remember to send follow-up emails yourself.
How Automatic Invoice Reminders Work
After you send an invoice to a client, Keap automatically sends reminder emails to the client if the invoice remains unpaid. The following reminder sequence applies to every sent invoice:
You send an invoice to your client.
Three days before the invoice due date, Keap sends an email reminder to the client if the invoice has not been paid.
On the invoice due date at 12:00 PM, Keap sends a second email reminder to the client if the invoice has not been paid.
Two days after the invoice due date, if the invoice is still unpaid, Keap sends a third email reminder to the client and creates a follow-up task in your account to remind you to take action.
Important: After the third reminder is sent two days past the due date, the automatic reminder sequence is complete. No additional automatic email reminders will be sent for that invoice.
The screenshot below shows the automatic invoice reminder sequence in Keap. The diagram displays the three reminder touchpoints on a timeline: three days before the due date, on the due date, and two days after the due date. The follow-up task creation on day two past due is also indicated on the timeline.
Frequently Asked Questions
What does this article cover?
This article covers how the automatic invoice reminder sequence works in Keap and answers common questions about customizing or disabling reminders. This article does not cover creating invoices or configuring payment settings. For more on invoice configuration in Keap, visit the Keap Contact Page.
Can I turn off automatic invoice reminders?
Yes. You can turn off automatic invoice reminders by configuring the Invoice Reminder template in Easy Automations.
Can I customize the email reminders that are sent to my clients?
Yes. You can customize the content and timing of invoice reminder emails by editing the Invoice Reminder template in Easy Automations.
Will reminders be sent for invoices I created but did not send to the client?
No. Automatic invoice reminders are only sent for invoices that have been sent to a client but not yet viewed or paid. Invoices that were created but never sent will not trigger the reminder sequence.
When Keap sends me a reminder about an unpaid invoice, does my client also receive a reminder at the same time?
No. The reminder notifications sent to you as the account owner are separate from the client-facing reminder emails. The client-facing reminders are sent automatically at the scheduled intervals. Your internal reminder notifications are sent to the primary account owner to alert you that an invoice remains unpaid and may need follow-up.
Do I have to send the reminder email to my client when I receive an internal reminder?
No. When you receive an internal reminder notification, you have the option to send a follow-up email to your client from within Keap, but it is not required. The automatic client-facing reminder sequence continues independently of your action.
Where can I learn more about using invoices and payment features in Keap?
For a comprehensive course on ecommerce and payment features in Keap, visit the Ecommerce for Pro and Max course on Keap Academy.
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