Setting Up Past Due Payment Reminders

Pike13 can automatically remind clients when a recurring plan payment is still unpaid after its due date. This is off by default.

Who can use this feature?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
• User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff, ❌Client

Turning on past due reminders

1. At the top of any Pike13 page, click Settings, then click Advanced Settings.
2. In the Client Management section, click Recurring Billing.
3. Turn on the past due payment reminder.
4. Enter how many days after the due date to send the reminder (1 to 30).
5. Click Save.
   

How reminders work

• Pike13 checks each day for recurring plan invoices that are past due by your chosen number of days and still have a balance, including partially paid invoices.
• Each unpaid invoice gets one reminder. The email says the payment was due on a specific date and hasn't been received, and links to the bill.
• Reminders follow each client's notification preferences. Account managers get a version for the person they manage.
• The reminder is sent whether or not the plan is still active.

What isn't included

• One-time invoices
• Canceled or voided invoices
• Invoices that were already past due before you turned on reminders