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Payment Reminders

Automatic Payment Reminders send follow-up notifications to your customers about overdue invoices, so you don't have to chase payments manually. Reminders can go out by email and, distinctively, over WhatsApp as well.

Turning On Reminders​

  1. Go to Settings > Overdue Reminders.
  2. Switch Enable Reminders to ON.

Only Admin users can change reminder settings.

Choosing When Reminders Are Sent​

With reminders enabled, choose one or more points in the payment cycle to send a reminder under Send reminders on:

  • On the due date — remind the customer on the day payment is due.
  • 3 days overdue — follow up if still unpaid after 3 days.
  • 1 week overdue — follow up if still unpaid after 7 days.
  • 1 month overdue — escalate if still unpaid after 30 days.

You can select any combination of these. If reminders are enabled but none of these are selected, myBooksAi will show a warning — reminders will be enabled but nothing will actually be sent until you choose at least one option.

Notification Channels​

Under Notification Channels, reminders can go out through:

  • Email — always sent when the contact has an email address on file. This can't be turned off while reminders are enabled.
  • WhatsApp — sent when the contact has a mobile number on file. Turn this on to also notify customers over WhatsApp in addition to email. This requires WhatsApp Business API to be configured on your account.

How Reminders Are Sent​

Reminders run automatically once a day, at midnight. Each customer receives one reminder per overdue invoice, through whichever channels you've enabled.

Saving Your Settings​

Click Save Changes to apply your reminder schedule and channels, or Cancel to discard unsaved changes.