Configure your first reminder sequence
Set when PaidSoon sends your three follow-up emails after an invoice becomes overdue.
PaidSoon sends up to three follow-up emails per invoice, spaced out after the due date. This tutorial shows you where to set the timing.
Before you start
You need at least one connected invoice source (see connect Xero or connect MYOB Business) so there are invoices for the schedule to apply to.
Steps
- Go to Settings → Schedule (
/dashboard/settings/schedule). - You'll see three fields, one per reminder stage:
- Email 1 — days after due date
- Email 2 — days after due date
- Email 3 — days after due date
- Enter how many days after the due date each email should send (for example, 3, 10, and 21).
- Click Save schedule.
What you'll see
After saving, a Saved! confirmation appears briefly under the form.
On the Starter plan?
Starter accounts use a fixed default schedule (day 3, day 10, day 21) and the fields are read-only, with a message noting that custom timing is available on higher plans. Every plan still gets the full three-stage reminder sequence — only the ability to change the timing is plan-gated.
What happens next
New and existing overdue invoices are scheduled against the saved timing. Changing the schedule does not resend emails that have already gone out — it only affects when future reminders send.
Common problems
- Fields are greyed out and won't save — this means custom timing isn't available on your current plan; the schedule still runs on the default 3/10/21-day timing.
- An invoice didn't get a reminder on the expected day — check whether it's been paused or has an active promise to pay, both of which suspend the schedule for that invoice.