Articles on: X-DOC

How to Set Up Payment Request Reminders?

Overview:


The Payment Request Reminders feature allows you to configure reminders for payment requests that have already been sent to clients but are still unpaid. These reminders are sent to the payment request creator, not the client, to notify them that a payment request is approaching its due date or remains unpaid.


You can configure multiple reminder intervals, add or remove reminders, set a reminder for the payment request's due date, and enable an additional reminder when the payment becomes overdue.


  • Navigate to Settings from the main dashboard.



  • Locate and expand X-DOC Settings. Click on Payment Reminders.



  • On the Payment Reminders page, select the Payment Requests tab.



You can add multiple reminders to receive notifications at different intervals before a payment request's due date.


    • Click + Add Reminder.



A new reminder field will appear. Enter the number of days before the payment request's due date when you want the reminder to be sent.



  • Click + Add Reminder again to add more reminder intervals, if required. Repeat these steps to configure additional reminders.



Increase or Decrease the Reminder Days


You can change the reminder interval using the number field next to each reminder.

  • Increase the number: Schedules the reminder further in advance of the payment request's due date.
  • Decrease the number: Schedules the reminder closer to the payment request's due date.

For example:

  • 3 days: The reminder is scheduled three days before the due date.
  • 2 days: The reminder is scheduled two days before the due date.
  • 1 day: The reminder is scheduled one day before the due date.

You can use the up and down arrows in the number field or manually enter the required number.


Send a Reminder on the Due Date


You can also configure a reminder to be sent on the payment request's due date.


  • Add a reminder or select an existing reminder field. Enter 0 in the number field. The reminder will be scheduled for the payment request's due date itself.


Note: Reminder days are counted backward from the payment request's due date. Enter 0 to send a reminder on the due date.



Delete a Payment Request Reminder


If you no longer need a reminder, you can remove it individually.


  • Locate the reminder you want to delete. Click the Delete (trash) icon next to that reminder. The selected reminder will be removed from the list.



Send a Reminder When a Payment Becomes Overdue


X-DOC also provides an option to send an additional reminder when a payment request becomes overdue.


  • Locate the Also send one reminder once the payment is overdue checkbox. Select the checkbox to enable this option. Once enabled, an additional reminder will be sent to the payment request creator when the payment becomes overdue.



  • If you do not want to send an overdue reminder, simply uncheck this option.



  • Click Save at the bottom-right corner of the page.



Notes:


  • Payment request reminders are sent to the request creator, not the client.
  • These reminders are intended for payment requests that have already been sent but remain unpaid.
  • You can configure multiple reminder intervals.
  • Reminder days are counted from the payment request's due date.
  • Enter 0 to schedule a reminder on the due date itself.
  • You can enable one additional reminder for an overdue payment.
  • Click Save after making any changes to apply your settings.




Updated on: 11/09/2026

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