Sending Your First Payment Reminder

Learn how to send automatic payment reminders via WhatsApp or email. This tutorial will help you set up and send your first reminder in just a few minutes.

Introduction

Payment reminders help you get paid on time without awkward conversations. ClientFlow can automatically send reminders via WhatsApp or email based on your schedule.

Step 1: Navigate to Payments

From your dashboard, click on Payments in the left sidebar. This shows all payments for your clients, both paid and unpaid.

Step 2: Select a Payment to Remind

Find a payment that's due or overdue. You'll see it highlighted in amber (due soon) or red (overdue). Click on the payment row to open the details panel.

Step 3: Click "Send Reminder"

In the payment details panel, look for the "Send Reminder" button. Click it to open the reminder configuration dialog.

You'll see options for:

• WhatsApp - Fastest and highest open rate
• Email - Professional and detailed
• Both - Maximum coverage (PRO tier only)

Step 4: Customize the Message

The reminder form will show a pre-filled template with:

• Client's name
• Payment amount
• Due date
• Your business name

You can customize the message if needed, but the default template works great for most cases.

Step 5: Send the Reminder

Once you're happy with the message:

1. Click the blue "Send Now" button
2. You'll see a success message
3. The reminder is sent immediately
4. A log entry is created in the payment history

The client will receive the reminder within seconds!

Next Steps

Now that you've sent your first manual reminder, you can:

• Set up automatic reminders - Configure daily reminder schedules
• Enable WhatsApp Business API - Send reminders directly from your business number
• Track reminder history - See which reminders were opened and read

Congratulations! You've successfully sent your first payment reminder.

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Read time: ~3 minutes | Difficulty: Beginner