How to send payment reminders (Payment Chaser)

Chasing late payments is nobody’s favorite part of freelancing. Payment Chaser handles it for you — it automatically sends reminder emails about an unpaid invoice at set intervals, so you can stop tracking due dates by hand.

How it works / Steps

1. Open Payment Chaser

You can start Payment Chaser from two different places in your dashboard.

From the Invoices list:

• Go to Invoices
• Find an unpaid invoice
• Click the ⋯ menu and select Payment Chaser

From the invoice details page:

• Open the invoice
• Click the Payment Chaser button at the top of the page

2. Review the Payment Chaser drawer

When you open Payment Chaser, a drawer appears on the right side of the screen.

In this drawer, you can:

• Review invoice details
• See how many reminder emails will be sent
• Check the scheduled sending dates
• Preview the email content before activation

3. Understand email scheduling

Payment Chaser automatically sends up to three reminder emails.

• The first reminder is scheduled 5 business days after the invoice is created
• If the invoice is already older than 5 business days, the first reminder is sent on the same day
• The next reminders are sent every 3 business days

4. Activate Payment Chaser

After reviewing the details and schedule:

• Click Activate Chaser in the drawer

• Payment Chaser starts tracking the invoice automatically Once active:

• A green Payment Chaser icon appears in the Invoices list

• The Payment Chaser button in the invoice details page turns green

5. Track sent reminder emails

Each time a reminder email is sent:

• Its status is updated in the drawer
• A sent indicator appears next to the email

6. Cancel Payment Chaser

You can stop Payment Chaser at any time.

• Open the Payment Chaser drawer

• Click Cancel Chaser

• Confirm the action in the modal

If you activate Payment Chaser again later, the reminder schedule starts from the beginning.

Notes / Tips

• Reminder emails are sent to the business email address of the customer.
• Payment Chaser stops automatically once the payment is completed.
• Cancelled Payment Chasers do not resume from where they left off.