> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trysnapit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment reminders

> Configure email and WhatsApp reminders for unpaid invoices approaching or passing their due date.

# Payment reminders

Payment reminders help your team follow up on unpaid invoices. Workspace owners configure the schedule and channels under **Settings → Reminders**.

## Configure reminders

<Steps>
  <Step title="Open Reminders">
    Go to **Settings → Reminders**. Only the workspace owner can change these settings.
  </Step>

  <Step title="Choose the schedule">
    Enable reminders and choose how many days before the due date the first reminder should be sent. The allowed range is 1–14 days.
  </Step>

  <Step title="Choose recipients and channels">
    Select email and/or WhatsApp for your team and, separately, email and/or WhatsApp for vendors.
  </Step>

  <Step title="Save">
    Save the settings. The daily reminder job applies them to eligible upcoming and overdue invoices.
  </Step>
</Steps>

The default schedule runs daily at 08:00 UTC. If an invoice remains unpaid, SnapIt can send a reminder before the due date, on the due date, and after the due date according to the workspace reminder policy.

## Recipient rules

### Your team

Team email reminders go to workspace owners and reviewers. Team WhatsApp reminders require a verified team number that has opted in to receive payment reminders.

### Vendors

Vendor email reminders use the supplier email stored on the vendor record, or the inbound sender address when available. Vendor WhatsApp reminders use the supplier phone number or the WhatsApp number that sent the invoice.

Vendor reminders are off by default so your workspace does not contact suppliers until an owner enables them.

## Send a reminder now

From an invoice, a workspace owner or reviewer can choose **Send payment reminder** to send an immediate reminder using the configured recipient and channel settings. Immediate sends are rate-limited.

<Warning>
  A reminder cannot be delivered without a usable recipient address or number. WhatsApp reminders also require the relevant WhatsApp setup and approved template configuration.
</Warning>

Turning reminders off pauses scheduled reminders. It does not delete invoice history, and it does not prevent an authorised user from sending an individual reminder manually.


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