Auto payment reminders

Payment reminders help you get paid without chasing every unpaid invoice yourself. When reminders are on, Dave automatically follows up with your client on a fixed schedule based on the invoice due date.

Turn reminders on

1. Create or open an unpaid invoice and make sure it has a due date.
2. Choose who should receive the invoice (email, text, or both).
3. Turn on Payment reminders on the invoice form, in the send dialog, or from the invoice menu after it has been sent.
4. Send the invoice.

You can also set a default in Settings → Invoice so new invoices start with reminders on.

Select Learn more next to the reminders switch in Dave to see the schedule at a glance.

Reminder schedule

Dave can send up to four reminders per invoice:

Each reminder is scheduled for about 9:00 AM in your business timezone.

If a reminder date is already in the past when you turn reminders on (for example, the invoice is already overdue), Dave skips that reminder and only schedules future ones.

Who gets reminders

Reminders go to the same people and channels you used when you sent the invoice:

• Email if you sent by email
• Text (SMS) if you sent by text
• Both if you sent to contacts on both channels

Dave does not invent new recipients — only the contacts you actually sent the invoice to.

When reminders stop

Reminders stop automatically when:

• The invoice is paid, refunded, or the remaining balance is $0
• The invoice is voided
• You turn reminders off for that invoice
• The final reminder has already been sent

Pending reminders are cancelled as soon as payment clears or you disable reminders. Reminders that were already delivered are not unsent.

Turn reminders off

You can turn reminders off at any time:

• From the success screen right after sending an invoice
• From the invoice menu on an unpaid invoice
• By toggling Payment reminders off and saving the change

Tips for contractors

• Always set a clear due date so Dave knows when to schedule follow-ups.
• Send the invoice to the right email and/or phone number first — reminders use those same channels.
• If a client needs a gentler cadence, turn reminders off after the first follow-up and reach out personally.