When an invoice exceeds its due date without being paid, Monniz automatically changes its status to 'overdue' the next morning.
Every day, a reminder email is sent to the concerned client with a direct link to the invoice and the payment button.
To avoid spamming the client, **only one reminder per week** is sent per invoice. The timer resets with each reminder.
The content of the email includes: invoice number, amount due, overdue date, direct payment link. The PDF of the invoice is attached.
You can track the status 'last reminder sent' directly on the record of each overdue invoice. If the client pays you in cash or by transfer off-platform, manually mark the invoice as paid from your dashboard to stop reminders.
For WhatsApp reminders (useful if your client does not open their emails), you can trigger them manually from the invoice record via the 'Remind via WhatsApp' button.
Did this article help you?
Your feedback helps us improve our guides.