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How can I notify a client that a payment will be due?
How can I notify a client that a payment will be due?

Here's how you can set up automated notifications before a payment becomes due.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

Let's say you want to remind your clients the day before a payment is due.

You can head into your account settings by clicking your name in the top right, then clicking Account.

From here you can click 'Settings', then 'Notifications'

It's here you can select if you want the system to automatically send an email the day before a payment is due.

*****Please note this will cue up a message for every unarchived project with an upcoming payment.*******

You are able to enable/disable these reminders project by project by clicking the 'Gear' symbol on your projects.

Preview

Account Owners and Admins can also customize the frequency of these reminders in 'Messages' from the Goodshuffe Pro Default 'Payment Due' email template.

Want to send an automated Payment Due Reminder?

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