Invoice reminders are a quick way to prompt families when an invoice hasn’t been paid yet. You can send reminders one at a time from an invoice card, or send them in bulk to multiple accounts at once.
Go to the Invoices page.
Open the invoice you’d like to remind about.
At the top of the invoice card, click the bell icon.
If the account has an email address, you’ll see the reminder confirmation window.
If no email is saved, you’ll see an alert—add the family’s email address in their account first.
Confirm the details (amount owed, due date, and contact).
Click Send.
What happens next:
The reminder uses your Overdue Invoice Reminder email template.
Families will receive the invoice again with your reminder message.
The invoice card will show a Reminder Sent At date and time for your records.
If you have several unpaid invoices, you can send reminders to multiple accounts at once:
Go to the Invoices page.
Use the checkboxes to select the invoices you want to send reminders for.
You can also click Select All if you want to include everything currently filtered on the page (e.g., all overdue invoices).
Once selected, click Actions → Send Invoices.
A confirmation window will show you the accounts included.
Click Send to dispatch reminders for all selected invoices at once.
Reminders always use the Overdue Invoice Reminder template.
You can edit this template in Settings → Email Templates to match your tone and policies.
Note: Families only receive reminders if their account has a valid email address saved. Double-check contact info before sending.
