How to set up automated payment reminders
Configure a dunning schedule so Nobevra follows up on unpaid invoices for you.
Overview
Chasing unpaid invoices manually is awkward and time-consuming. Nobevra's automated reminder system sends polite, professional follow-ups on a schedule you define, so you never have to be the bad guy.
Setting up your reminder schedule
Go to Settings > Invoices > Payment Reminders:
- 1Enable "Automated Reminders".
- 2Add up to 5 reminder triggers. Each trigger has a timing rule (e.g., "3 days before due", "On due date", "5 days after due") and a custom email message.
- 3Click "Save Schedule".
Pro Tip
A proven sequence for agencies: Reminder 1 at 3 days before due (friendly reminder), Reminder 2 on due date (invoice is due today), Reminder 3 at 5 days late (overdue notice), Reminder 4 at 14 days late (escalation).
Customizing the reminder email
Each reminder can have its own subject line and body. Use merge tags to personalize automatically: {{client_name}}, {{invoice_number}}, {{amount_due}}, {{due_date}}. Keep the tone professional but human.
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