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Payment Reminders

Feature Request

It would be amazing to have payment reminders go out to clients, perhaps once a month, to ensure that invoices are getting paid. It might also be nice if, along with the reminders, we could have something said like, “Your payment is now due/overdue, and unless the payment isn’t made within 7 days, all future appointments will be canceled”. I don’t even know if that’s a possibility. But, at least payment reminders could go out every so often to alert clients who don’t check their email and who might have missed the initial invoice. Thank you for your consideration!!

Posted by Angela Christian ·
Status: Planned2 comments

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Comments2

  • chananya abraham

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    Jul 23

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    Merged request

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    2 votes

    Invoice/balance reminders

    There should be a prompt that allows reminders to be sent via email to clients for unpaid balances or when a credit card needs to be updated. This should happen automatically. In simple practice, I used to have it set for every three days. If the client has an unpaid balance, they get an automatic reminder until it is paid off and documented within my notes

  • chananya abraham

    •

    Jul 23

    •

    Merged request

    •

    3 votes

    Balance reminders

    When it comes to balances unpaid, there should be an option for how often to send reminders to our clients. Whether it be once every 3, 4, 5, or 6 days or weekly, there should be a drop-down menu telling how often that client should get a reminder for their balance