Open the account menu, click Settings, then choose Invoice Defaults. The Getting paid card holds your payment terms and your due date reminders.
Payment terms
Choose when new invoices are due: upon receipt, or 7 to 60 days after the invoice date. A new invoice starts with that due date, and you can still change it on the invoice. Invoices you've already created keep their due dates, and a recurring invoice keeps the gap its own template has.
Due date reminders
BillGrid emails your client for you, counted from each invoice's due date. Pick a schedule:
- On the due date — one email, on the day it's due.
- Standard — 3 days before, on the due date, then 7 and 14 days late, with a heads-up to you 3 days late.
- Firm — Standard's reminders plus 3, 21 and 30 days late; your heads-up comes 7 days late.
Below the presets, the schedule is dated for an invoice sent today. Change any step to make it your own: each one emails the client or you, a number of days before or after the due date, up to 30 either way. Click Save changes when it looks right.
When a reminder doesn't go out
- Reminders stop as soon as an invoice is paid.
- Only invoices you emailed from BillGrid get reminders, and never one dated on or before the day you sent it.
- If you remind a client yourself, BillGrid skips any automatic reminder due in the next 3 days.
- On an invoice's page you can pause its reminders until a date, or skip the next one.
The wording of the reminder email is under Email Defaults: under Email type, choose “payment reminder”. The Outstanding tab on Invoices shows where each unpaid invoice stands and what to do next.