Paystand allows you to configure automatic invoice reminders with flexible timing options. In addition to weekly reminders, you can now schedule them monthly to better match your billing cadence and customer communication strategy.
What to Expect
Reminders will trigger monthly or weekly, based on the schedule you define.
Each customer with open invoices will receive one reminder email per scheduled cadence.
Reminder emails will include invoice details and a Pay Now button.
Emails will be generated at 7:00 AM PST
Important considerations
- Merchants must choose between using the Collections feature or enabling Open Invoice Reminders—both cannot be active at the same time for the same customer
- If a Collection Plan is already active and you enable Open Invoice Reminders, the Collection Plan will be automatically disabled
- If Open Invoice Reminders are already enabled and you assign a Collection Plan, the Open Invoice Reminder flow will be deactivated for that customer
Set Up Invoice Reminders
1. Click Customers
2. Click on the Customer you want to set up invoice reminders for
3. Click Open Invoice Reminder
4. Now, you have two scheduling type options:
Weekly. You can choose to have invoice reminders sent on a specific day of the week
2. Monthly. You can select which days of the month to send the invoice reminder to the customer simply by clicking on the desired day numbers
6. You can select specific days of the month to send invoice reminders to customers by simply clicking on the calendar's desired date(s)
7. Finally, click Apply to save the reminder settings
8. The changes you made will now appear in the customer’s Receivables tab
Remove Open Invoice Reminder
If you decide that you no longer want to send reminders, you can remove them by using the pop-up window and clicking Remove: