Sending payment reminders

How to customize and send payment reminder emails: automatically, or manually within individual projects

Updated over a week ago

Sometimes, a payment due date just slips a client's mind. We get it. They're human, too—but we don't want that leading to extra work for you! To make sure you get paid on time, you can use HoneyBook to send your clients quick payment reminder emails.

There are two kinds of payment reminder emails:


Automatic payment reminders

Automatic payment reminder emails are a great way to make sure your clients don't forget about upcoming due dates—without you needing to remember to remind them.

A few things to note about automatic payment reminders:

  • By default, all automatic payment reminders, except milestone based due dates, will be turned on ON

  • You can customize which automatic payment reminders are sent by toggling each one ON or OFF

  • You can customize the text of automatic payment reminders

  • Automatic payment reminders will be sent only for booked files (contract signed and/or payment made)

  • All payment reminders, except for recurring/autopay, will be sent to all client and collaborator project participants. Recurring/autopay reminders will send only to the client whose card is on file

To customize automatic payment reminders:

1. From any page, click your profile photo in the top right corner of your screen > Company Settings from the menu .

2. Select the Preferences tab > scroll down to the Payment reminders section.

3. Click the buttons to toggle the automatic payment reminders ON or OFF.

4. When a payment reminder is turned ON, you can customize the text of the email that's sent by clicking Customize.

5. From there, you can edit the subject line and message body of each reminder email. When you're done making changes, remember to click Save.


Manual payment reminders

If you currently have automatic payment reminders turned off but would like to send one manually, or if you'd like to send an additional reminder to a client, you can do so via a manual payment reminder.

A few things to note about manual payment reminders:

  • You cannot customize the text of manual payment reminders through the send process. The email that sends will pull the payment reminder language from your Preferences, based on when the reminder is being sent:

    • Sent before due date: Upcoming reminder

    • Sent on due date: Payment due date reminder

    • Sent past due date: Outstanding reminder

  • If you need to edit the subject or body of a manual payment reminder, head to Company Settings > Preferences > Payment Reminders, then edit the text of the corresponding reminder email

  • All payment reminders, except for recurring/autopay, will be sent to all client and collaborator project participants. Recurring/autopay reminders will send only to the client whose card is on file

To send a manual payment reminder:

1.  Navigate to the project for which you'll be sending the reminder.

  • You can search for a specific project via the search icon, or click the Projects tab to review your full list of projects.

2.  Once you've opened your project, find the smart file containing the payment in question and click to open.

3.  The client progress & responses view of the smart file will open. Scroll down to the Action Summary section containing the Invoice details.

4.  Find the payment in need of a reminder and click to open the payment details.

5.  Under the Payment Reminder Emails section, select Send Reminder Now.

Your payment reminder email will immediately send.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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