Recurring Invoices and Payment Reminders
Reissuing an invoice on a schedule, and chasing your own overdue clients automatically.
Recurring invoices
### What this is
Turn an invoice into a template that reissues itself — monthly, quarterly, or yearly. Useful for retainers, subscriptions, and any client you bill the same amount on a schedule.
### Why the copies are drafts, not sent invoices
An invoice that goes out to a client without anyone looking at it first is how a wrong amount gets sent for three months before someone notices. Every copy a recurring invoice produces is created as a draft. You get a notification and an activity note when one's ready — review it, then send it yourself.
### How to set it up
- Open an invoice (not a quote — quotes are one-time offers by nature) and find Repeat this invoice.
- Choose how often: monthly, every 3 months, or yearly.
- Set the date of the next copy.
- Save.
### How it behaves
- The original invoice stays exactly as it is — the template isn't touched or resent.
- Each copy gets its own real invoice number in your normal sequence, its own public link, and its own payment status.
- A copy can't itself start recurring. The schedule lives on the original only; trying to set one on a copy points you back to it. Otherwise one schedule could quietly become many.
- Turn it off any time by setting Repeat back to "Doesn't repeat" — already-issued copies aren't affected.
Overdue payment reminders
### What this is
Once an invoice you sent passes its due date, Allsorts CRM can email your client a reminder automatically — the invoice attached, same as if you'd sent it yourself.
### How to turn it on
Settings → Automation → Chase your own unpaid invoices. Set how many days overdue before the first reminder. 0 means reminders are off, which is the default.
### How often it chases
At most once a week per invoice. Reminding someone daily is how a business loses a customer over an invoice they were always going to pay — the point is a nudge, not pressure.
### What stops the reminders
Marking the invoice Paid or Cancelled. A pay-online link on the invoice means your client can settle it — and stop the reminders — without you doing anything.