# How to set payment reminders in Stohb Invoice

Set email reminders around an invoice due date in Stohb Invoice. Understand repeat settings, customer details and when follow-ups stop.

Canonical: https://stohb.com/blog/set-invoice-payment-reminders

By Stohb team. Published 2026-10-31. Updated 2026-11-08.

Let Stohb handle the follow-up dates you have already decided. In Invoice, you can schedule email reminders around the due date, choose repeat rules and check what will happen before saving. Paid invoices stop receiving reminders, so the follow-up stays tied to what is actually owed.

## What you will do in Stohb

- Open your Invoice reminder settings.

- Choose dates, repeats and a sensible limit.

- Review the saved reminder plan.

## Build your reminder plan in Stohb Invoice

Confirm the customer email, invoice amount, due date and recorded payments. The example settings shown here were not activated for real customers.

### 1. Open Settings and Reminders

In Stohb Invoice, select Settings, then Reminders. Read What this will do before changing the plan. If reminders are off, the page explains that nobody is reminded by this default plan. An individual invoice can have its own settings, so check that separately when investigating one customer’s follow-up.

Screenshot: https://stohb.com/marketing/blog/steps/reminders-off.webp

The actual Reminders page before its default plan is enabled.

Check the result: You know whether the usual reminder plan is currently active.

### 2. Choose when the reminder should go

Turn on Remind customers who have not paid and use Send it to choose the timing. The available choices cover before the due date, on it, after it, after sending and after a part payment. Choose the rule that fits your agreement; do not add every possible rule. Review the explanation and dates shown by Stohb.

Screenshot: https://stohb.com/marketing/blog/steps/reminders-timing.webp

The real timing selector opened on the reminder rule.

Check the result: The plan describes a deliberate follow-up date or trigger.

### 3. Set repetition deliberately

Use Send it again if they still have not paid when you want repeat reminders. Review Days between each and How many times in all. The shown example uses seven days and three sends in all. These are example settings, not a recommended policy for every customer. Check all rules together so overlapping schedules do not create more contact than intended.

Screenshot: https://stohb.com/marketing/blog/steps/reminders-repeat.webp

Repeat controls and the plan explanation, before saving.

Check the result: You understand the interval and maximum number of sends in the example rule.

### 4. Review the delivery rules before saving

In How to send them, confirm the sending hour, Not on weekends and Never send more than. Stohb sends these reminders by email. Read the final explanation and use Save or Save reminders only when the plan is the one you want. In our screenshot session we used Undo changes, leaving the previous reminder settings intact. Paid invoices stop receiving further reminders.

Screenshot: https://stohb.com/marketing/blog/steps/reminders-rules.webp

The actual rule and delivery settings, including the Save action.

Check the result: You have checked what will happen before enabling follow-up for customers.

## Check the invoice before enabling follow-ups

A reminder repeats information from a bill, so begin by checking the bill itself. Confirm the customer email, total, due date and payment history. If money has arrived but is not recorded, fix the record before sending a reminder that incorrectly says it is unpaid.

Also check whether there is a genuine question about the work or amount. A disputed invoice needs a direct response to the issue. Repeating a schedule does not resolve a disagreement about what the customer owes.

## Understand what the reminder plan controls

Stohb Invoice sends invoice reminders by email. A reminder plan specifies when an unpaid invoice should be followed up. Open the Reminders area in Invoice settings and review the explanation and enabled state before saving a plan.

A business default can provide the usual behaviour, while an individual invoice can have its own reminder setup. Check the specific invoice when a customer needs a different arrangement. Do not assume the general setting describes every invoice without looking at its configuration.

## Choose dates around the customer’s due date

You can arrange reminders before the due date, on the due date or after it. The current reminder system also supports rules based on when the invoice was sent or after a part payment. Choose the timing that matches the agreement rather than enabling every possible rule.

For a fictional invoice due on 20 November, a three-days-before rule falls on 17 November. An on-due rule falls on 20 November. A seven-days-after rule falls on 27 November if the invoice remains eligible and unpaid. These are example choices, not a universal follow-up policy.

## Keep repeated reminders within a reasonable limit

Where repetition is enabled, choose the interval and number of repeats deliberately. Several overlapping rules can produce more contact than you intended, so review the whole plan rather than each line in isolation.

The settings include an option to skip weekends. Consider the customer’s working pattern and the payment terms already agreed. A schedule is useful when it removes the need to remember routine follow-up while still treating the person receiving it respectfully.

## Check what happens after a payment

When an invoice is paid, reminders stop. Keep payment records accurate so the system can make that decision from the correct information. For a part-paid invoice, make sure the outstanding balance is clear before deciding what later follow-up is appropriate.

The reminder service also excludes drafts, cancelled invoices and invoices that have not been sent. A reminder is not a substitute for first issuing the invoice. Review the saved invoice and its state when the behaviour differs from what you expected.

## Review the plan as part of billing

After saving, read the explanation of what the reminder setup will do. Check that the timing matches your intended dates and that the customer can be reached by email. Use a controlled demonstration when learning the setup rather than experimenting on a real customer’s bill.

A useful routine is to review outstanding invoices, confirm payments and respond personally where there is a problem. Let the schedule handle the predictable follow-up. Keep communication factual: the invoice reference, the amount still owed and the next useful action matter more than pressure or repeated demands.

## Before you move on

- Confirm email, due date and recorded payments.

- Choose a small deliberate set of reminder rules.

- Review repeats and weekend settings together.

- Check the invoice-specific setup and saved explanation.

## Are invoice reminders sent on WhatsApp?

No. Invoice reminders currently use email.

## Will reminders continue after full payment?

No. They stop once the invoice is paid. Keep the payment record accurate so the outstanding status is correct.

Continue: https://stohb.com/invoice