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How to create a payment reminder with Debitoor

As a freelancer or small business owner, you’ll know that late-paying customers are often an unavoidable part of running a business. And when customers don’t pay their invoices on time, you end up in the unfortunate position of having to chase late payments.

To help you get paid quicker, we’ve made it easy to create and send reminders to your customers. Here’s how to issue a payment reminder with Debitoor invoicing software.

To issue a payment reminder:

  • Log in to your Debitoor account from a web browser.
  • Select 'Invoices' from the main menu.

A screenshot showing how to select the invoices tab in your Debitoor account

  • Find the overdue invoice for which you'd like to send the reminder (you can’t issue a payment reminder unless the invoice status is ‘Overdue’).
  • Click on the invoice.

A screenshot showing how to click on an overdue invoice in your Debitoor account

  • Click on the button labelled ‘...More’.
  • Select ‘Create’.
  • Select 'Reminder’.

A screenshot showing how to create a payment reminder in your Debitoor account

  • Choose whether to send a friendly, first, second, or third reminder by clicking on one of the faces.

A screenshot showing how to choose which type of payment reminder you want to send with Debitoor

  • If you want to edit the pre-written message or add your own text, click on the text box and start typing. Anything you type will save as soon as you click outside of this box.
  • If you want to add a late payment fee, enter the amount you want to charge in the box labelled ‘Reminder fee’. The payment reminder will automatically update to include the late payment fee.

A screenshot showing how to add a late payment fee to a reminder with Debitoor

  • Once you’ve chosen which type of reminder you want to send and added a message or late payment fee, click on ‘Create’.

A screenshot showing how to send a late payment reminder with Debitoor

  • Double-check the customer’s email address, and edit the email template if necessary.
  • Click the box labelled ‘Send a copy to myself’ if you want to receive a copy of the payment reminder via email.
  • Click ‘Send’ to email the payment reminder to your customer.

A screenshot showing how to send a late payment reminder with Debitoor invoicing software

If you still have questions about creating and sending a payment reminder with Debitoor, don't hesitate to reach out to us! Send us a message through our in-app chat or email us at team@debitoor.com.

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