Invoices

Automatic payment reminders

WorkBench emails clients about unpaid invoices on a set schedule, and stops when they pay.

Once an invoice is sent, reminders go out by themselves: on the due date, then 3, 7 and 14 days past due. Each reminder is sent once, with the pay link.

  • Reminders stop the moment the balance hits zero.
  • Archiving an invoice stops its reminders too.
  • For a nudge on a different schedule, build an automation with Send a payment reminder.

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