Automated reminders

Chasing late payers is the least fun part of getting paid — so PaidFast does it for you. Automated reminders send scheduled follow-ups on unpaid invoices until they're settled. Reminders are a Starter feature.

#How reminders work

Once enabled, PaidFast checks your invoices on a daily schedule and sends reminders for those that are due or overdue and still unpaid. Each reminder includes the invoice summary and the same secure payment link, so the customer can pay in a couple of taps.

• Reminders go out over email, WhatsApp, or both at once — pick one or more channels for your overdue cadence, and every reminder in the sequence sends on each channel you selected.
• They stop automatically once the invoice is paid.
• Every reminder is logged in your Activity feed.

#Before and on the due date

Every invoice you send also gets two friendly nudges automatically, with nothing to set up:

• Due soon — by email, 2 days before the due date.
• Due today — on the due date, by email and, when WhatsApp is available, by WhatsApp too.

Both are skipped if the invoice has already been paid or cancelled.

#Setting up overdue reminders

Under Settings → Collections → Overdue reminder cadence, choose:

• Reminder channels — WhatsApp, email, or both. Selecting both means every overdue nudge in the sequence goes out on each channel.
• Frequency — how many days between each follow-up.
• Number of reminders — how many times to nudge before the sequence stops, or check Unlimited to keep nudging every cycle for as long as the invoice stays unpaid. Either way, the invoice being paid stops it.

PaidFast handles the timing from there.

#Quotation reminders

Quotes get chased too. For every quotation you've sent that the customer hasn't approved or declined yet:

• Follow-up — 3 days after you sent it, a short "just checking in" with a link to review and approve.
• Expires soon — 2 days before the quote's valid until date, a reminder to approve it before it lapses.

Each goes out once and stops as soon as the customer approves or declines, or you convert the quote to an invoice. Quote reminders go by email on every plan, including Free; on Starter they also go by WhatsApp. See Quotations.

#What the customer receives

A short, professional message referencing the invoice, the amount due, and the due date, with a link to pay. Because it reuses your branding, reminders look like they came from you, not a generic system.

#Best practices

• Set a realistic first reminder — often a friendly nudge on or just before the due date.
• Space follow-ups sensibly so you stay persistent without being pushy.
• Combine with a statement for customers who owe on several invoices — one summary can be more effective than many separate reminders.

#Turning reminders off

You can disable reminders globally, or an individual invoice stops being chased as soon as it's marked paid — including when you record a manual payment.