Setting up automatic payment reminders
Trade2Base can send automatic email and SMS reminders to customers with outstanding invoices — reducing the time you spend chasing payments and improving your cash flow.
How to set up automatic payment reminders
Open Settings in the main navigation and select Invoices from the left-hand menu. Click Payment Reminders.
Use the toggle at the top of the page to switch automatic reminders on. This activates the reminder sequence for all invoices with a due date.
Add reminder triggers at the intervals that suit your business. Common examples: 3 days before due date, on the due date, 7 days overdue, 14 days overdue. Add as many triggers as you need.
Write a custom message for each trigger. Use the placeholders {{customer_name}}, {{invoice_number}}, and {{amount_due}} and Trade2Base will fill them in automatically for each customer.
Click Save. Reminders will fire automatically for all future invoices that reach a trigger point. Existing overdue invoices will also enter the sequence from their current position.
Reminders only fire for invoices with a due date set. If you send invoices without a due date, add one to trigger the reminder sequence.
Frequently asked questions
Yes. Open the customer record and go to the Billing tab. Toggle off automatic reminders for that customer. They will be excluded from the reminder sequence while all other customers continue to receive reminders normally.
Yes. Open any overdue invoice and click Send reminder. You can choose to send via email, SMS, or both. The manual reminder uses your saved reminder message but sends immediately regardless of the schedule.
Yes, if you have connected Stripe. A Pay now button is automatically included in every reminder email, allowing customers to pay the invoice in one click. SMS reminders include a short payment link.
Yes. Open any invoice and go to the Activity tab. You will see a log of every reminder that has been sent, including the date, time, and delivery method.
Still need help? Contact support
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