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How to create a friendly payment reminder?

How to create a payment reminder
How to create a payment reminder

Customize your payment reminder schedule

Customize the frequency, schedule, and mode of communication for your payment reminders. You can also add payment links to your reminders to ensure prompt payments.

Enable custom notifications for your invoices

Enable the customize notification text plugin on your invoices and customers receiving the invoices will be automatically notified as per your requirements.

Create a covering note

Courteous but firm. Create a covering note template that conveys the message you want to convey. No need to create a new covering note for each customer. The details of the invoice and the customer will be auto-picked and added to your covering notes.

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Why should you use Swipez’ payment reminder?

The most effective way of sending a payment reminder to your client is via an email or a SMS.

Now, it’s not as if, you send them 1 email and 1 sms and the amount gets magically credited into your account. Several reminders need to be sent to your clients in frequent intervals, especially when the due date is round the corner.

Setting these reminders, crafting them and sending them across is time consuming, expensive and more hassle than it's worth.

There’s a simpler way of doing things though…

With Swipez, you can schedule, automate, personalize and send a payment reminder to your clients and ensure timely payments.

The most effective way of sending a payment reminder to your client is via an email or a SMS.

Now, it’s not as if, you send them 1 email and 1 sms and the amount gets magically credited into your account. Several reminders need to be sent to your clients in frequent intervals, especially when the due date is round the corner.

Setting these reminders, crafting them and sending them across is time consuming, expensive and more hassle than it's worth.

There’s a simpler way of doing things though…

With Swipez, you can schedule, automate, personalize and send a payment reminder to your clients and and ensure timely payments.

Types of Payment Reminders

Irrespective of the size of your firm, all businesses at some point of time find themselves in situations where they have to send a payment reminder to their clients.

Incorporating automated payment reminder software like Swipez makes your life hassle-free and ensures you get paid on time.

There are 2 types of payment reminders: SMS and Email.

While there isn’t much difference where the format is concerned, timing is everything!

How frequently you remind your client determines how quickly the amount is credited.

With Swipez you can customize, set the frequency and due date, personalize the messages followed by a notification and include invoice details to ensure your client fully understands the deadline and the amount payable.

How to schedule your payment reminder with Swipez?

Sending across payment reminders aid in timely payments. For the bills you raise, an automated reminder is delivered to your customers via Email and SMS.

As soon as the invoice is created, the customer receives an email and a SMS. The due date entered while creating an invoice is used to generate further reminders.

Types of payment reminder schedule

Sending across payment reminders aid in timely payments. For the bills you raise, an automated reminder is delivered to your customers via Email and SMS.

As soon as the invoice is created, the customer receives an email and a SMS. The due date entered while creating an invoice is used to generate further reminders.

Types of payment reminder schedule

Setup payment reminder schedule
Setup payment reminder schedule

Default payment reminder schedule

After sending the invoice to your client, they will receive notifications on the following days:

  • Day the invoice is created
  • 3 days before due date
  • 1 day before due date
  • On the due date

Default payment reminder schedule

After sending the invoice to your client, they will receive notifications on the following days:

  • Day the invoice is created
  • 3 days before due date
  • 1 day before due date
  • On the due date
Customize your reminder schedule
Customize your reminder schedule

Customized payment reminder schedule

Set the frequency as per your taste and preferences by following these steps:

  • Personalize the payment reminder schedule as per your taste, and dare we say, your customer’s requirements
  • Enable the customize reminder schedule plugin for your invoices
  • Choose the frequency at which you would prefer your customers to be notified. The number of days preceding the due date you would like your reminders to be sent
  • Payment reminders will be auto-generated and sent to your customers as per your customized schedule with the invoice and payment details attached
  • Personalize the notification text that will be sent to your customers via email & SMS

Customized payment reminder schedule

Set the frequency as per your taste and preferences by following these steps:

  • Personalize the payment reminder schedule as per your taste, and dare we say, your customer’s requirements
  • Enable the customize reminder schedule plugin for your invoices
  • Choose the frequency at which you would prefer your customers to be notified. The number of days preceding the due date you would like your reminders to be sent
  • Payment reminders will be auto-generated and sent to your customers as per your customized schedule with the invoice and payment details attached
  • Personalize the notification text that will be sent to your customers via email & SMS

Join 25,000+ businesses using Swipez for their daily billing requirements

When should you send a payment reminder to your clients?

Schedule your payment reminders
Schedule your payment reminders

Your first payment reminder should be sent a week before the due date. You'll keep the payment fresh in your client's memory and give them plenty of time to review the invoice this way.

You can customize the number of reminders you send and will be determined by your requirements and your client's payment history. If you haven't received the payment, issuing another reminder on the due date and the following week is highly recommended

Your first payment reminder should be sent a week before the due date. You'll keep the payment fresh in your client's memory and give them plenty of time to review the invoice this way.

You can customize the number of reminders you send and will be determined by your requirements and your client's payment history. If you haven't received the payment, issuing another reminder on the due date and the following week is highly recommended

How does timely payment reminders help?


Turn the odds in your favour

The main advantage of payment reminder software is that it consistently reminds your customers to pay on schedule. Subsequently, it turns the odds in your favour of getting paid in a timely manner

Be polite yet professional

A message for payment reminder is a considerate way of reminding your clients about outstanding dues. Automate your payment reminder schedule with Swipez and send them to your clients as opposed to calling or messaging them ceaselessly. This is a gentle yet straightforward way of reminding them

Get paid on time, every time!

Automated payment reminders save you time and money that may be better spent on more important tasks like expanding your business. Manually sending payment reminders is time-consuming, expensive and a bummer! Swipez helps you save time and reminds your customer about the due date

A one-stop solution for all your billing & invoicing needs. Get your free account today!

Testimonials

You are in good company. Join 25,000+ happy businesses who are already using Swipez billing software

Billing software clients picture

"Earlier we had to create invoices manually and it was a time consuming activity. With Swipez bulk invoicing solution we are now able to generate invoices for complete customer base with a click of a button using the API integration. "

Jayesh Shah

Founder, Shah Infinite

Billing software clients picture

"We tried many softwares and tools to generate invoices in bulk. Swipez bulk invoicing has been the best so far. It generates invoices in bulk with a simple excel upload, moreover the invoices are in the exact design and format that need it."

Chandrabhanu P

Founder, Go Seeko

Frequently asked questions

Looking for more information? Here are some questions small and medium businesses owners ask

Today's market is flooded with a plethora of payment reminder software. However, not all software's are created keeping your company's needs, taste and industry in mind. To make things hassle free for you, follow these steps before choosing one
  • Check Their Goodwill: Choose a reputable software vendor with an excellent track record in the industry. Additionally, select software that is appropriate for your sector.
  • Check The Reviews: It's a good idea to perform some web research to get the best invoice reminder software on the market. Simultaneously, compare features and read extensive product reviews to get a better idea of what the market has to offer.
  • Easy Set-up: Make sure the payment reminder software you're purchasing is simple to set up and integrate with your existing systems. This will save both time and money.
  • Free Trial: Most invoice reminder software offer a free trial period. Scrutinize the features of the payment reminder software with a free trial period to test the waters before you take the plunge. Determine whether the programme is perfect for your firm. Check to see if the invoicing software can handle a variety of payment gateways as well as many items and clients.
  • Robust Customer Care: Make sure there is a responsive customer support team so you can get answers to your questions about payment reminder software whenever you need them. Support should be available by phone, chat, and email so that you may contact them in the event of a problem.
  • Price Matters: Select feature-rich payment reminder software that is also cost-effective. However, some of this software may include optional features for which you will be charged an additional fee. Make sure you compare prices and aren't overpaying for features you'll never use.
Now that you know what red flags to look out for, Swipez is an easy-to-use, intuitive and pocket friendly billing software designed to ease the process of billing, payment collections, payment reminders and much more making it the most hassle free and lightning speed billing software for you while you focus all your attention at scaling your company. More so, it’s absolutely free! Should you have any queries, feel free to contact us and we’ll bid your billing woes goodbye
You've finished the job for a client, delivered the invoice, and are now waiting for payment. It makes no difference what kind of business you have. Even after you've ensured to notify them when their payment is due, you're bound to have clients who still owe you money. You're not alone if you dread sending payment reminder emails to your clients. Many business owners are hesitant to ask for payment immediately. But keep in mind that sending a payment reminder email or message is a professional courtesy as long as they're well-written and sent quickly. Swipez’s intuitive and easy to use billing software helps you to send automated payment reminders and courteously inform clients of forthcoming actions like late penalties or collections, in addition to reminding clients that they have outstanding invoices.
Payment reminders are sent using Email and SMS text message to your customers. The email contains the invoice with an online payment option. Reminder emails can also send the invoice as a PDF attachment with a invoice covering note of your choice. The SMS text message payment reminder contains a short link which takes the customer directly to your invoice or bill with online payment options.
Payment reminders are sent 3 days before, 1 day before and on the due date. Payment reminders are sent only if the invoice is still unpaid i.e. your customer has not paid the invoice so far.

You have the option to configure your payment reminders i.e. make your reminders more or less frequent as per your business requirements.
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