Configuring Invoice Reminders
Automated payment reminders with customizable schedules, anti-spam controls, and business hours
What You'll Learn
- Enable and disable automatic payment reminders
- Customize the reminder schedule (before and after due date)
- Configure anti-spam settings to avoid over-emailing
- Set business hours for reminder delivery
- Understand how reminders interact with invoice status changes
Plan note: Invoice reminders are available on Professional and Business plans. Free plan users see an upgrade prompt with Professional plan pricing.
Enabling Reminders
Invoice reminders are controlled by a single on/off toggle in your settings. The toggle has immediate effects on your existing invoices.
Navigate to Reminder Settings
Go to Settings → Invoice Reminders to access the reminder configuration page.
Toggle Reminders On
Flip the main toggle to enable automatic reminders. When you turn reminders on, WorkCentral immediately schedules reminders for all your existing unpaid invoices based on your current schedule.
Turning reminders off? All pending (unsent) reminders are immediately cancelled. Reminders that have already been sent are not affected.
Reminder Schedule
WorkCentral comes with a default 7-reminder schedule. Each reminder fires relative to the invoice's due date — either before or after. You can enable, disable, or customize each one.
| # | Timing | Default | Notes |
|---|---|---|---|
| 1 | 7 days before due | Enabled | Early heads-up |
| 2 | 3 days before due | Enabled | Approaching deadline |
| 3 | 1 day before due | Enabled | Final reminder before due |
| 4 | 1 day after due | Enabled | First overdue notice |
| 5 | 7 days after due | Enabled | One-week overdue |
| 6 | 14 days after due | Enabled | Two-week overdue |
| 7 | 28 days after due | Disabled | Recurring every 30 days |
Customizing Each Reminder
For each reminder in the schedule, you can configure:
- •Enabled/Disabled — toggle individual reminders on or off
- •Days offset — 1 to 365 days before or after the due date
- •Timing — before or after the invoice due date
- •Recurring interval — optional, 7 to 90 days (for repeated follow-ups)
Revert to defaults: If you've made changes and want to start fresh, click Revert to Defaults to restore the original 7-reminder schedule.
Anti-Spam Settings
WorkCentral includes built-in protections to prevent over-emailing your clients. These settings ensure reminders are skipped when they'd be redundant or annoying.
Skip if Recent Communication
Skip the reminder if you've already communicated with the client within the past 24 hours (default). Configurable from 1 to 168 hours.
Skip if Status Recently Changed
Skip the reminder if the invoice status changed within the past 6 hours (default). Configurable from 1 to 72 hours. This prevents reminders right after a client views or partially pays an invoice.
Skip if Invoice Paid
Automatically skip reminders for paid invoices. Enabled by default — we strongly recommend keeping this on.
Maximum Reminders per Invoice
Each invoice can receive a maximum of 10 reminders total. After that, no more reminders are sent regardless of schedule.
Business Hours
Optionally restrict reminder delivery to specific times and days of the week so your clients receive emails during normal business hours.
Enable Business Hours
Toggle Business Hours on to control when reminders are sent. When disabled, reminders send as soon as they're scheduled.
Set Send Time
Choose what time of day reminders should be delivered. Default is 9:00 AM. Reminders scheduled for a non-business day are held until the next eligible day and time.
Select Days
Choose which days of the week reminders can be sent. Default is Monday through Friday.
Timezone note: Business hours are currently based on Pacific Time (America/Los_Angeles). All send times and day selections use this timezone.
Automatic Cancellation
You never have to manually stop reminders for resolved invoices — WorkCentral handles this automatically.
Reminders Auto-Cancel When:
- •Invoice is paid — all pending reminders are cancelled immediately
- •Invoice is voided — all pending reminders are cancelled immediately
- •Reminders toggled off — all pending (unsent) reminders across all invoices are cancelled
Get Paid Faster with Reminders
With automated reminders configured, you can:
- Nudge clients before invoices are due
- Automatically follow up on overdue payments
- Protect client relationships with anti-spam controls
- Deliver reminders during business hours for professionalism