Give overdue invoices a clear next step.
Follow up by email when an invoice is overdue. On Pro or an active Pro trial, BuildFolio checks eligible invoices daily, includes a payment link and records each reminder.
Email only. Pro or an active Pro trial and the Invoice Reminders setting are required. Free accounts can follow up manually.
Feature details reviewed by BuildFolio on October 11, 2026. Compare plans.
How do automatic invoice reminders work?
BuildFolio selects sent or overdue invoices with a past due date and a customer email. It sends the current eligible email stage once, rather than replaying every missed stage. Your account must have Pro or an active Pro trial, with Invoice Reminders enabled.
Set up the invoice, then review the follow-up.
Check the invoice
Confirm the customer email, amount, due date and payment instructions before sending the invoice.
Enable reminders
Open Settings → Features, turn on Invoice Reminders and save. This control applies to your account.
Keep its status current
Review overdue invoices and record payments. Use direct follow-up for disputes, unusual terms or older balances.
A fixed email schedule, with a stopping point.
The daily check chooses one stage based on how overdue the invoice is. Dates are measured from the due date, not the date you sent it.
| Invoice age | Eligible reminder | What happens |
|---|---|---|
| 3–6 days overdue | Day 3 | Friendly payment reminder |
| 7–13 days overdue | Day 7 | A firmer overdue notice |
| 14–29 days overdue | Day 14 | Final-notice wording |
| 30–45 days overdue | Day 30 | The last automated reminder |
| More than 45 days overdue | Manual follow-up | Outside the current automatic reminder window |
Each stage is recorded once per invoice. A missed run does not send all earlier stages at once. Sending a reminder does not guarantee delivery, a reply or payment.
Know which controls are available.
You can
- Turn the account’s Invoice Reminders setting on or off.
- Keep customer contact details, invoice due dates and payment status accurate.
- Follow up directly when a customer needs a conversation.
Outside this automation
- Custom reminder steps, editable email templates or per-job pause controls.
- Text messages, automatic phone calls or a new internal task at day 30.
- A promise of instant payment matching or faster collection.
Invoice Reminders: common questions
Are invoice reminders included on Free?
Automatic invoice reminders require Pro or an active Pro trial. Free accounts can track invoices and follow up manually; creating a Free account does not switch on this automation.
Can I change the reminder schedule or wording?
The automated stages are preset at 3, 7, 14 and 30 days overdue. The app provides an account-level on/off setting, not a schedule editor, template editor or per-job pause control.
Do reminders send text messages?
No. These reminders are sent by email. BuildFolio does not send SMS reminders or place follow-up calls.
What is included in a reminder?
The email identifies the invoice, amount and due date, and includes the account’s configured payment link or the standard BuildFolio payment page. Available payment options depend on your payment setup.
When do reminders stop?
Invoices marked paid or void are excluded from later checks. The current automatic window ends after 45 days overdue. You can also switch off Invoice Reminders for your account.
What happens if the customer replies or disputes the invoice?
Handle the issue directly and keep the invoice record accurate. This feature does not provide a dispute queue, an automatic reply conversation or an invoice-specific pause switch.
Will it send every reminder I missed?
No. The daily check selects the current eligible stage and skips a stage already recorded for that invoice. It does not replay the entire ladder or chase invoices older than the current automatic window.
Keep the invoice clear and the next action visible.
Start with Free to organize your work and invoices. Choose Pro when you want the preset overdue-email reminders, then enable the account setting.