How do I send a payment reminder?

Send a client a payment reminder along with a live link to make the payment!

Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Want to send an Upcoming Payment Reminder?

Want to send an automated Payment Due Reminder?

To send a payment reminder to a client it is as simple as clicking the blue "Send To Client" button in the upper right-hand side of a project. 

If your client has already signed and you just want them to pay, then you will want to re-send the invoice. This will NOT make them re-sign as you are sending them a digital contract with the signature already on it. By re-sending the invoice you are giving your client the link where they can pay instantly online. Simply click the blue "Send To Client" button to re-send the signed invoice.  

(Note: you can change what the email says like "Hi there! Just wanted to remind you that we are awaiting payment before we process and prep your rental. You can pay online here... Thanks!")

Once the Client receives that email with the linked invoice, they will see something like this:

Clicking on the "View Invoice" Button will bring them DIRECTLY to the Payments page (so they will not need to re-sign if they have already signed the contract and no new changes have been added).

On the Payments page, the amount that is due will show at the top. A breakdown of the contract total, processing fees, and remaining balance is shown below. All of these numbers are automatically calculated and updated every time a payment is made. This means the client never has to do any calculations themselves and the amount will change instantly both in the client's view and on Goodshuffle Pro as soon as any payment is made. Partial or full. 

If the client scrolls down further on the same page, they will see the contract itself with another breakdown of payments at the bottom. This one shows how much they have already paid as well as subtotal and taxes.

Clients can pay by check, e-check, cash, credit card, or any other means of payment. As long as the information gets into the system, all the billing and payment information will automatically recalculate and update!

Check this article for how to input "Offline payments" (cash, check, etc.) into Goodshuffle Pro.

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