Reminders

Keep invoice follow-up from slipping through the cracks.

PromptPay Copilot helps businesses track payment deadlines, overdue invoices, follow-up notes, and the proof needed before contacting a customer.

Start tracking remindersView payment follow-up

Reminder types

  • Invoices due soon
  • Overdue payment follow-up
  • Missing documents or proof
  • Internal review before contacting a customer

Follow-up workflow

Step 1

See which invoices need attention

Step 2

Review the client, project, documents, and status

Step 3

Prepare the next follow-up with context

Step 4

Keep a record of what happened and when

Reminders with context

A reminder is more useful when it is connected to the invoice, client, project, documents, and payment history behind the follow-up.