Payment Requests vs Payment Reminders

Last updated: May 6, 2026

Payment Request = email BEFORE due date (X days before). Payment Reminder = email AFTER due date (every X days until paid). Both include secure payment button. Configurable per Sale or as company default.

Two types of automated payment notifications.

Payment Request

Email sent before a payment is due, asking the student to pay.

  • Set to send X days before the due date.
  • Always includes a secure payment button so students can pay online.

Payment Reminder

Email sent after the payment due date if the student hasn't paid yet.

  • Sent automatically every X days until paid.
  • Always includes a secure payment button.

How they relate to payment plans

  • With a payment plan. Each scheduled payment can have its own request and reminders.
  • Single payment. Emails trigger only once per payment.

Where to configure

Two options:

  1. Per-Sale. Set when creating or editing a Payment Plan in a Sale.
  2. Company defaults. Set rules for all sales at once.

See How to configure payment reminders for setup details.

Source: https://help.edvisor.io/efa/payment-requests-vs-reminders