How to set up and configure overdue reminders

Go to Settings in the sidebar, choose the Money tab, then select Invoices. Scroll to the Automatic overdue reminders section.

Pick one of three options. Never (the default) means PawLoop sends nothing automatically and you chase clients yourself.

Every day sends a reminder each morning from 9am for every invoice that is overdue, until it is paid.

Every week sends a reminder on the same weekday the invoice became overdue, so 7, 14 and 21 days after the due date.

The schedule is based on each invoice's due date, not on when you switched the feature on.

Maximum reminders per invoice caps how many times PawLoop chases the same invoice. Leave it blank and PawLoop keeps going until the invoice is paid.

For example, with a maximum of 3 and daily reminders, a client gets at most three reminders, one a day, then PawLoop stops.

Select Save invoice settings at the bottom of the page. Only the account owner can change these settings.

From the next morning onwards, the runner works through your overdue invoices. An invoice is only ever reminded once a day, so nobody gets two emails on the same morning.

On the payments page, open the Outstanding tab. Overdue invoices sit in their own Overdue, needs chasing section above the main list.

Tick the invoices you want to chase, then choose Send overdue reminder. Every selected invoice gets its reminder email straight away.

Only invoices that are actually overdue can be selected, so you cannot chase someone by mistake.

Each row in the overdue section has its own Send reminder button next to Mark as paid, for chasing a single invoice without selecting anything.

Every overdue row shows when the last reminder went out, for example Last reminder Tue, 22 Sept, and how many have been sent if it is more than one. Rows with no reminder yet say No reminder sent yet.

If a reminder was already sent today, the automatic run skips that invoice, and manual sending is capped too, so a client never receives two reminders on the same day.

The reminder email shows the full invoice again, exactly as the client would see it, with a clear overdue notice above it. The email subject starts with Overdue so it is obvious at a glance.

If the client can pay by card online, the reminder keeps the Pay by card button so they can settle it straight away.