Invoices and bookings

How do payment reminders work?

Fliok reminds a customer about an unpaid invoice around its due date, and stops the moment the invoice is paid or cancelled. By default the reminders go 3 days before, on the due date, 3 days after, 7 days after and 14 days after. Each reminder goes once, between 10 am and 7 pm in your workspace’s time zone, on WhatsApp and by email. The balance is checked again at the moment of sending, so a customer who has paid is not chased, and a part-paid invoice is reminded for what is left. Nothing is sent on the day an invoice is issued, and a reminder that is more than 2 days late is dropped rather than sent late. To change them, an admin opens Settings, Integrations, Invoices & receipts, then Payment reminders. Switch them off, remove a reminder, or add one from 30 days before to 90 days after the due date, up to 8 in all. To stop them for one invoice, open it and press Stop reminders. Reminders about a proforma count from its valid-until date and go by email only. The WhatsApp reminder is a short message with a View invoice button. Its wording is fixed and carries no offer, because Meta treats a notice that also promotes something as a marketing message. To remind one customer yourself, open Invoices, Who owes you and press Remind: one message about their oldest unpaid invoice, whatever the ladder says. The reminder that goes before a recurring bill runs out is a different message, described under billing a customer every month.