Automatic Payment Reminders

BillYantra can automatically send payment reminders to customers with outstanding invoices, saving you the awkward follow-up conversation.

Setting Up Reminder Rules

Go to Settings → Reminders to configure your reminder schedule:

• Before Due Date: Send a gentle reminder X days before the due date (e.g., 3 days before).
• On Due Date: Send a reminder on the due date itself.
• After Due Date: Send overdue reminders at intervals (e.g., 1 day after, 7 days after, 30 days after).

For each rule, configure:

• Channel: Email, WhatsApp, or both
• Message Template: Customise the reminder text
• Enable/Disable: Toggle each rule on or off

How Reminders Work

Once enabled, BillYantra checks daily for invoices that match your reminder rules and sends notifications automatically. Reminders are only sent for finalized, unpaid or partially paid invoices.

Customers receive a message with:

• Invoice number and amount due
• Due date (or days overdue)
• A link to view and download the invoice
• Your payment instructions or bank details

Viewing Reminder History

On each invoice, the Activity Log shows every reminder sent, including the channel used and delivery status.

Pausing Reminders for a Customer

To pause reminders for a specific customer (e.g., disputed invoices), open the customer profile, go to Settings, and toggle off Auto Reminders.

Note: Automatic reminders are available on the Starter plan and above. Free plan users can send manual reminders from each invoice page.