Decide the reminder rhythm you want
A simple cadence usually works best: one reminder before the due date, one on the due date, and one or two follow-ups after. Over-reminding can feel noisy, but no reminders usually means more manual chasing.
Set defaults once, then reuse them
Open the payment reminder settings and save the timing you want as your normal default. That way new invoices inherit the same policy instead of making you rebuild reminder timing every time you create one.
Audit the actual invoice copy
Even when reminder timing is correct, the message can still sound abrupt or vague. Send a test invoice to yourself and read the reminder email as if you were receiving it for the first time.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
Open Reminder Settings