How to configure payment reminders

Last updated: October 9, 2026

Two options for setting up automated payment requests and reminders.

Option 1: Per-Sale (when creating a Payment Plan)

  1. Open a Sale > Payments > Create Payment Plan.
  2. Fill in payment plan details.
  3. Scroll to Notification Emails section.
  4. Set the Payment Request:
  5. Set the Reminders:

Option 2: Company defaults (apply to all Sales)

  1. Settings > Company > Email.
  2. Scroll to Notification Emails for Sale Payment Plans.
  3. Configure Payment Requests and Reminders.
  4. Select templates and set fixed sending times.

Defaults apply to all sales across the company.

Important

  • The payment button is always included on Requests and Reminders.
  • Files can be attached if necessary.
  • Per-Sale settings override company defaults.