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How to set up automatic payment reminders
Late payments don't have to be chased manually. Plutio can send automatic reminders when invoices go overdue, so clients receive professional follow-up emails without anyone on your team needing to track due dates or compose messages by hand.
- Open invoice settings. Go to Settings > Financials and scroll to the Invoicing preferences section.
- Enable the Auto send a reminder email for overdue invoices toggle. Once enabled, Plutio monitors invoice due dates and queues reminder emails automatically when payments are late.
- Understand the reminder schedule. Three reminder emails are sent on a fixed schedule after an invoice becomes overdue: the same day (day 0), the third day (day 3), and the seventh day (day 7). This gives clients time to act while keeping follow-up consistent.
What the client receives
Each reminder email is system-generated with fixed text. It includes the invoice name, the amount owed, and how long the invoice has been overdue. Every reminder contains a direct payment link so clients can pay immediately without needing to log in or search for the invoice. The email arrives from your connected email address or your workspace's default sender.
The reminder text is not customizable. Plutio generates it automatically based on the invoice details, so every overdue invoice gets a clear, consistent follow-up.
Scope of reminders
When the toggle is enabled, reminders are sent for all overdue invoices across your workspace. There is no per-invoice override. If you need to stop reminders entirely, turn off the Auto send a reminder email for overdue invoices toggle in Settings > Financials > Invoicing preferences.
