Invoice reminders

TermsPilot emails your buyers about upcoming and overdue invoices automatically — in your name, with your wording. Requires the Starter plan or above.

The default sequence

Four rules are created for you (all editable, each with its own on/off switch):

When	Tone
3 days before due	"Payment coming up" — friendly heads-up
On the due date	"Invoice due today"
7 days overdue	Gentle overdue reminder
21 days overdue	Firm overdue notice

Each reminder is sent once per invoice per rule — buyers are never spammed, even if systems retry.

Editing rules

Open Reminders in the app. For each rule you can change the day offset (negative = before due), the subject, and the body. These variables fill in automatically:

{company} {amount} {orders} {due_date} {merchant_name}

The live preview under each rule shows exactly how the email reads with sample data. Use Send me a test email to receive it yourself.

Sender details

Set your from name (usually your store name) and reply-to email — buyer replies go straight to your inbox, not to TermsPilot.

Nothing sends until you say so

Reminders ship off. The master switch at the top of the Reminders page turns the sequence on, and the page tells you plainly what will start sending. Turn it off any time to stop everything at once.

Pausing one buyer

On a company's detail page, toggle reminders paused — useful during a dispute or a payment plan. Everyone else keeps their schedule.