Automatic payment reminders
Late payment hurts. You send the invoice, the client files it away, and a fortnight after the due date you're the one making the awkward "mate, that invoice…" phone call. Sammy can do the chasing for you — politely, in your name, on a set schedule — so most invoices get paid without you having to ask twice.
Turn reminders on when you send an invoice and Sammy will email your client:
- 3 days before the due date — a friendly heads-up that it's coming up
- On the due date — a polite "due today" note
- 1 week overdue — a gentle follow-up
- 2 weeks overdue — a firmer "let's get this sorted"
Each reminder goes out at 9am your local time, comes from your business name, re-attaches the invoice PDF, and shows the amount still owing on the day it's sent. Replies come straight back to you.
Automatic payment reminders are a Sammy Pro feature.
Turning reminders on
- Open the invoice and tap Send Invoice (or Send Reminder on an invoice you've already sent)
- In the send screen, find the Remind them to pay section
- Switch on Email reminders
- You'll see the exact dates each reminder will go out. Tap any date to read the exact email your client will receive
- Send the invoice as normal
Reminders are off by default and you choose per invoice — turning them on for one invoice doesn't turn them on for others.
The invoice needs a due date. The whole schedule hangs off it, so if the section says "Set a due date to enable reminders", pop back and add one first. You can set a default ("Invoices due within") in Settings → Business so every new invoice gets a due date automatically.
What your client receives
Each reminder is a short, courteous email from your business — never pushy. It shows the invoice number, the amount still owing, the due date and your payment instructions, with the invoice PDF attached so the client doesn't have to dig for it. Every reminder also says "if you've already made payment, please disregard this email".
If the client has paid part of the invoice, the reminder automatically shows the remaining balance — not the original total.
When reminders stop
Sammy stops chasing the moment there's nothing left to chase. Scheduled reminders are cancelled automatically when:
- The invoice is paid in full (or you mark it as Paid)
- The invoice is cancelled
- Your client replies to the invoice email — a real conversation beats an automatic nudge, so Sammy backs off and lets you take over
- You cancel them yourself (see below)
A part payment does not stop the reminders — Sammy keeps politely chasing the remainder until the balance is cleared.
If the due date changes
Edit the invoice's due date and any reminders that haven't gone out yet shift with it automatically. Push the due date out a week, and every remaining reminder moves a week later too.
Seeing and cancelling scheduled reminders
Open the invoice and go to the Messages tab. The Payment reminders card shows every reminder — what's scheduled, what's been sent, and anything that was cancelled (and why).
To stop the remaining reminders, tap Cancel reminders. Reminders that have already been sent aren't affected, and you can still chase manually any time with the Send Reminder button.
On your Invoices list, a small calendar icon next to an invoice means reminders are scheduled for it.
Staying in the loop
Every time Sammy sends a reminder, you get an in-app notification ("Sammy reminded Sarah about INV-0007") so you always know the chasing is happening. If a reminder can't be sent for any reason, Sammy tells you so you can follow up yourself.
A few things to know
- Reminders only start once you send the invoice with the toggle on — a draft invoice never sends anything
- If the invoice is already close to (or past) its due date, Sammy simply skips the steps that have already passed and sends the rest
- Re-sending an invoice with reminders on starts a fresh schedule and replaces the old one
- SMS reminders are coming soon — for now, reminders go by email