Here are the steps to setup automatic payment reminders, and when needed, initiate overdue payment reminders.

1. Payment reminders are automatically created within the invoice builder based off of the payment schedule.

2. Below are the default payment reminders that are created for every invoice. The reminders and the input fields are completely customizable, and clicking directly on the number or text field will allow you to modify it. Payment reminders can be deleted by hovering over the top right corner of the payment reminder. Clicking the '+' icon will add another payment reminder to the list.

3. Payment reminders are automatically sent according to the schedule created above. If a payment is not paid by the due date, a 'Task' on the main dashboard to send a reminder will appear. This is an easy way to send your client a nudge to submit their payment through Inly.

4. Additionally, email reminders for overdue payments can be sent by navigating to 'Payments' on the left-hand menu on the dashboard. Then click, "Overdue" and select one of the overdue payments. Here you can click, 'Send Reminder' to initiate an email nudge from Inly

5. Here is an example of the client email that is sent when you send an overdue payment reminder through 'Tasks' on the main dashboard or the 'Overdue' payments section.