Feature

Client Invoice Reminders

May 13, 2018

Unless you’re the most fortunate freelancer in the world, you know how much a late invoice can cost you. Whether it’s the mental space reserved for remembering to following up or the time spent stressing over the wording, a late invoice is an unnecessary (and unbillable) distraction from your actual work. Fortunately, we have a new feature to take the weight off your shoulders—client invoice reminders!

settings

Under the “Manage” section, you’ll now find an “Invoice Emails” tab where you can edit your invoice reminder settings. By default, invoice reminders are turned off, but you can either enable them by default for all new invoices or per invoice when sending.

Cushion also gives you scheduling options to best fit your invoicing schedule. Set up reminders for once a week, every two weeks, each month, etc. Alongside the interval, you can also specify how many reminders to send. When your reminders hit their limit, Cushion will send you an email, indicating that the client is long past due.

template

Below the reminder settings are the invoice templates. Cushion sends the “Invoice Due” template when the invoice is due and the “Invoice Past Due” template for any reminder beyond the due date. The templates use Markdown syntax in the body, so you can emphasize your email with bolds, italics, and headers.

note

When you go to send an invoice with reminders enabled, Cushion will specify the reminder schedule, so you clearly know of any automated follow-ups.

disable

Under the “Options” menu, you can enable or disable reminders per invoice. This is useful for scenarios when you know a client will be late. For example, a client tells you they sent the payment, but their payroll system takes additional time to process the payment. There’s nothing they can do to pay sooner, so there’s no need to send additional reminders.


Client invoice reminders are our first step towards automating invoicing, so you can focus on your billable work. Eventually, we’d love to apply this same system to sending invoices, so you can schedule an invoice ahead of time. Until then, check out reminders and let us know what you think!

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Archive

  1. Client Invoice Reminders
    Feature
  2. Menubar App Beta
    Feature
  3. Planning View
    Feature
  4. Summary Stats
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  5. Drag & Drop Lists
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  6. Invoices Due Today
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  7. Draft Invoices
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  8. Inline Forms
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  9. Time-Tracking Beta
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  10. Endless Scrolling & Zooming
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  11. Sending Invoices
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  12. Stripe Beta
    Announcement
  13. Invoice Logos
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  14. Streamlined Workflows
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  15. Monthly Income Goals
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  16. Moonlighter Plan
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  17. October 2016 Roundup
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  18. Auto-Incrementing Invoices
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  19. Invoicing
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  20. September 2016 Roundup
    Roundup
  21. August 2016 Roundup
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  22. Automatic Currency Conversion
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  23. Projected Paydays
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  24. July 2016 Roundup
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  25. Retainers
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  26. Inline Notes
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  27. Ask a Freelancer podcast
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  28. Expenses
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  29. Availability Badge
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  30. Availability
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  31. Overbooking
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  32. Xero Integration
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  33. Vacations
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  34. Weekly Summaries
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  35. Monthly Income
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  36. Small Tweaks, Big Improvements
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  37. Client Ranking & Average Ranges
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  38. Stickers!
    Announcement

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