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Documentation Index

Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt

Use this file to discover all available pages before exploring further.

You sent the invoice two weeks ago. It’s due tomorrow. Your customer hasn’t paid, and you’re wondering if they forgot or if you should say something. Payment reminders solve this awkwardness. Set them up once, and customers get polite nudges automatically. You don’t have to decide when to follow up or write the “just checking in” email.

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Reminder types

TypeWhen it sends
Before dueX days before due date (“Heads up, this is due soon”)
On due dateThe day payment is due
After dueX days after due date (“This is now overdue”)

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Setting up automatic reminders

1

Go to Settings

Navigate to Settings → Invoicing → Reminders.
2

Enable reminders

Turn on Automatic Reminders.
3

Configure the schedule

Decide when reminders send:
  • How many days before due date
  • Whether to send on the due date
  • How many days after due date (and how often)
4

Set limits

Maximum number of reminders per invoice. You probably don’t want to send 47 reminders.
5

Save

Reminders now send automatically.

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Example schedule

ReminderWhen it sends
First3 days before due
SecondOn due date
Third7 days after due
Fourth14 days after due
Final30 days after due
After the final reminder, it’s probably time for a phone call.

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Customizing reminder emails

Edit what customers receive:
  1. Go to Settings → Emails → Reminders
  2. Select which reminder to edit
  3. Customize:
    • Subject line
    • Email body
    • Tone (friendly early, firmer later)

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Variables you can use

VariableWhat it becomes
{{customer_name}}Customer’s name
{{invoice_number}}Invoice number
{{amount_due}}Outstanding amount
{{due_date}}Invoice due date
{{days_overdue}}Number of days late
{{payment_link}}Link to pay online

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Example email

Subject: Payment reminder: Invoice {{invoice_number}}

Hi {{customer_name}},

This is a friendly reminder that invoice {{invoice_number}}
for {{amount_due}} is due on {{due_date}}.

Pay now: {{payment_link}}

Thanks,
[Your Company]

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Manual reminders

Sometimes you want to send a reminder right now:
  1. Open the invoice
  2. Click Send Reminder
  3. Customize the message (optional)
  4. Send
Good for high-priority invoices or when automatic timing doesn’t fit.

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Pausing reminders

Stop reminders for a specific invoice:
  1. Open the invoice
  2. Click Pause Reminders
  3. No automatic reminders for this invoice
Useful when you’re in active conversation with the customer about payment, or when there’s a dispute. Resume anytime.

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Excluding certain customers

Some customers shouldn’t get automated reminders (your biggest client who always pays, just slowly):
  1. Go to their customer profile
  2. Toggle off Send Payment Reminders
  3. They won’t receive automatic reminders
You can still send manual reminders.

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Reminder history

See what’s been sent:
  1. Open the invoice
  2. View Activity tab
  3. See each reminder with date, time, and delivery status
“Did we already remind them about this?” — now you’ll know.

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Late fees

Automatically add late fees to overdue invoices:
  1. Go to Settings → Invoicing → Late Fees
  2. Enable late fees
  3. Configure:
    • Percentage or fixed amount
    • Grace period (days after due before fee applies)
    • Maximum fee
  4. Fees added automatically
Include late fee terms in your payment terms so customers know upfront. Surprise fees damage relationships.

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Best practices

  • Start friendly — Early reminders should feel like helpful notifications, not demands
  • Escalate gradually — Later reminders can be more direct about consequences
  • Always include payment link — Make it easy to pay in every reminder
  • Know when to stop — After 3-4 reminders, automation isn’t working. Pick up the phone
  • Consider the relationship — Your biggest client might need different treatment than a one-time customer

Add vendor bills

Track what you owe vendors.