Invoice reminders
Chasing an unpaid invoice is necessary and unpleasant. TAYO.pro can do it for you.
The manual reminder
Section titled “The manual reminder”At any time, on a sent invoice, you can trigger a reminder. You keep control of the timing and the wording.
Automatic reminders
Section titled “Automatic reminders”The module chases on its own when an invoice passes its due date. You choose the delay and write the message once.
- Automatic chasing when overdue.
- Fully customisable message.
- Manual sending still available on top.
- Delivery status tracking.
Where to follow them
Section titled “Where to follow them”Reminders appear on the invoice, and also on the projects dashboard — the Projects screen. You see at a glance what has been chased and what is still outstanding, without opening each invoice.
When reminders stop
Section titled “When reminders stop”A reminder is never sent if the invoice has moved to Paid - Unverified or Paid.
That is the safeguard against chasing a client who has already paid you. It depends entirely on your statuses being up to date — hence the value of importing paid invoices if you collect a lot of them.
If you trust acceptance
Section titled “If you trust acceptance”If for you an invoice accepted by the property manager is an invoice that will be paid, switch on the accepted → paid automation. Accepted invoices then move to “Paid - Unverified”, and reminders stop automatically.
Not to be confused
Section titled “Not to be confused”Invoice reminders go to the client. Project reminders are internal notes the client never sees.