Payment Reminders

Late payments are one of the biggest cash flow problems for service businesses. Effici's automated reminder sequences send follow-up emails on a schedule you define — so you get paid faster without the awkward manual chasing.

How reminders work

When an invoice becomes overdue (past its due date), Effici can automatically send reminder emails to the client on a schedule. Each reminder is sent from your email address and includes the invoice PDF as an attachment.

Configure a reminder sequence

  1. Go to Settings → Invoicing → Payment reminders
  2. Enable reminders
  3. Add reminder steps:
    • Days after due date — when to send (e.g. 1 day, 7 days, 14 days)
    • Subject line — the email subject
    • Message — the email body (supports variables like {{client_name}}, {{invoice_number}}, {{amount_due}}, {{due_date}})

You can add as many steps as you need. A typical sequence might be:

  • Day 1: Friendly reminder
  • Day 7: Second notice
  • Day 14: Firm reminder
  • Day 30: Final notice before escalation

Reminder variables

Use these variables in your reminder messages:

| Variable | Output | | -------------------- | ------------------------------------- | | {{client_name}} | The client's company name | | {{invoice_number}} | The invoice reference (e.g. INV-0042) | | {{amount_due}} | The outstanding amount | | {{due_date}} | The invoice due date | | {{days_overdue}} | Number of days since the due date |

Pause or stop reminders

If a client pays or you're in a dispute:

  • Stop reminders — mark the invoice as In dispute to pause all reminders for that invoice
  • Mark as paid — once paid, reminders stop automatically

You can also disable reminders for a specific invoice without affecting others.

Send a manual reminder

In addition to the automated sequence, you can send a one-off reminder at any time:

  1. Open the invoice
  2. Click Send reminder
  3. Review and edit the message
  4. Send

View reminder history

Each invoice shows the full reminder history — when each reminder was sent and its status (sent, opened, clicked). This gives you visibility into whether the client has seen the invoice.

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