Automate Invoice Reminders Without Chasing Customers Yourself
Nobody starts a trade business because they enjoy sending "just following up on that invoice" messages. But unpaid invoices don't chase themselves — and the longer you leave it, the harder the conversation gets.
Dashbord sends professional payment reminders for you, on schedule, until the invoice is paid. You stay polite, persistent and paid — without spending your evenings drafting awkward messages.
Why chasing by hand doesn't work
Following up manually depends on you remembering, finding the right words, and pushing through the awkwardness — usually after a full day on the tools. So follow-ups slip, invoices age, and a two-minute email becomes a months-old problem. A system beats willpower every time.
What Dashbord does instead
- Scheduled email reminders. Set up a campaign on an unpaid invoice and Dashbord follows up automatically — before the due date, when it's overdue, and again if it stays unpaid.
- Professional wording. Firm but friendly follow-ups that keep the customer relationship intact. See the tone in our free reminder templates.
- Stops when they pay. Reminders end automatically the moment payment comes in — no accidental nudges after the money has landed.
- A payment link in every reminder. Each follow-up includes the invoice and a card payment link, so paying takes the customer two minutes on their phone.
- Smart prioritisation. The AI Business Manager tells you which overdue invoices actually need attention and drafts personalised follow-ups when a standard reminder isn't enough.
How it works
- Send an invoice from Dashbord (or convert an approved quote).
- Turn on reminders for that invoice.
- Dashbord emails polite follow-ups on schedule, each with a payment link.
- Every send is logged, and reminders stop automatically when the invoice is paid.
When a reminder isn't enough
Sometimes an invoice needs more than a template — a phone call, a payment plan, or a firmer note. Our guide on how to chase an unpaid invoice without losing the customer walks through the escalation path step by step. And if you just need wording right now, try the free invoice reminder generator — no signup required.
Frequently asked questions
How do automatic reminders work?
You set up a reminder campaign on an unpaid invoice and Dashbord sends professional email follow-ups on schedule until the invoice is paid. Reminders stop automatically once payment comes in.
Will reminders annoy my customers?
The wording is polite and professional — the kind of note a good office manager would send. Because it comes from the software on a schedule, it also takes the personal awkwardness out of following up.
Can I see what's been sent?
Yes. Every reminder is logged against the invoice, so you have a full record of when each follow-up went out.
Do reminders cost extra?
The Free Starter plan includes one active reminder campaign at a time. Pro (A$39/month or A$349/year) includes unlimited reminder campaigns.
What if I'd rather send a reminder myself?
You can. Dashbord's AI Business Manager can draft a follow-up email or SMS wording for a specific invoice, and you send it when you're ready. Or grab wording from our free invoice reminder templates.
Stop chasing. Start reminding automatically.
Turn on automatic reminders and let Dashbord do the following up — politely, professionally and on schedule.
Free to start. No credit card required.