Send automatic payment reminders

Writing reminders in your own words

With By steps, with your own words, EaseDesk suggests three steps (7, 14 and 30 days after the due date), each with its own subject and message. Change the days and the wording, switch a step off, or add another with Add a step. You can use placeholders such as {contact}, {number}, {due_date}, {days} and {amount}, and EaseDesk fills them in for each customer. The open invoices are always listed below your message.

What your customer sees

One email with the invoices due or overdue, the amount on each, and how to pay: your bank account and UPI details. Customers who pay by UPI or through a Razorpay link can pay in a minute, which is the point of the reminder.

Checking what was sent

Each customer’s page in the Directory lists the payment reminders sent to them, with the date and the step. That helps when a customer says they never heard from you.

Limits to know

Reminders count towards your daily email limit. During the free trial that limit is 100 emails to customers a day; paid plans have a much higher limit. The limit resets at midnight IST.

Changing reminder settings needs a role that can manage organisation settings, such as the Owner or an Admin. Learn more about collections on the billing and collections page, and about WhatsApp reminders (coming soon) on the smart tools page.