Who This Is For / When to Use
This article is for Kyrios users who:
Send invoices manually or on a recurring basis
Want to reduce late payments without manual follow-up
Need consistent, professional invoice reminders
Use email or SMS to communicate with clients
Use Automated Invoice Reminders when you want Kyrios to handle overdue payment follow-ups automatically.
How Automated Invoice Reminders Work
Automated Invoice Reminders:
Send email or SMS reminders when an invoice becomes overdue
Apply to all new invoices created after reminders are enabled
Only apply when:
Auto-payment is disabled
No payment schedule exists
Reminders stop automatically once an invoice is paid.
Step 1: Navigate to Invoice Reminder Settings
Open Payments from the left navigation
Go to Invoices & Estimates → All Invoices → Settings
3. Select Reminder Settings
This is where all invoice reminder rules are created and managed.
Step 2: Enable Invoice Reminders
Toggle Invoice Reminders to On
Confirm reminders are enabled
Once enabled, reminders will apply to all eligible invoices created going forward.
Step 3: Configure Your First Invoice Reminder
Each reminder is configured individually.
Reminder Name
Enter a name (example: Payment Reminder 1)
Message Template
Select an Email or SMS template
Default templates are available if none are created
Subject Line (Email Only)
Customize the email subject line
Custom Values
Insert dynamic values such as:
Business name
Invoice due date
Invoice amount
Reminder Timing
Set when the reminder sends
Example: Every 3 days after invoice is overdue
Maximum Reminders
Define how many times this reminder can send
Example: Maximum of 5 sends
Step 4: Add Additional Reminder Stages (Optional)
You can create a reminder sequence with multiple stages.
Click Add Another Reminder
Configure the next reminder:
Different name
Different message template
Different timing or tone
Example sequence:
Reminder 1: 3 days overdue
Reminder 2: 7 days overdue
Reminder 3: 14 days overdue
Each reminder runs independently based on its own rules.
Step 5: Preview and Save Reminders
Before saving:
Use Preview to review email or SMS formatting
Confirm timing and message accuracy
Click Save to apply all changes.
Managing Existing Invoice Reminders
You can manage reminders at any time.
Turn Reminders On or Off
Use the toggle to disable a reminder without deleting it
Delete a Reminder
Click the trash/bin icon to permanently remove a reminder
Important Behavior
Changes apply only to invoices created after the change
Existing invoices are not retroactively updated
Common Issues and Fixes
Reminders are not sending
Confirm the invoice:
Is unpaid
Does not have auto-payment enabled
Does not have a payment schedule
Wrong message content
Check the selected template
Verify custom values are correctly inserted
Too many reminders being sent
Reduce reminder frequency
Lower the maximum reminder count
FAQ
Can I disable reminders for a specific invoice or client?
Yes. You can disable reminders directly on specific invoices or adjust settings at the invoice level.
What happens if a client pays after receiving a reminder?
Once payment is recorded, Kyrios automatically stops sending further reminders for that invoice.
Can I use different reminder schedules for different stages of overdue invoices?
Yes. Use Add Another Reminder to create multiple reminder stages with different timing and messaging.
Can I test reminders before enabling them?
Yes. Use the Preview option to review email or SMS messages before saving.
How do I create custom email or SMS templates?
Templates are created in the Email or SMS Templates area and become selectable in the reminder dropdown.