### What to Expect

- Reminders will trigger **monthly or weekly,** based on the schedule you define.

- Each customer with open invoices will receive one reminder email per scheduled cadence.

- Reminder emails will include **invoice details** and a **Pay Now** button.

- Emails will be generated at **7:00 AM PST**

Important considerations

- Merchants must choose between using the **Collections** feature or enabling **Open Invoice Reminders**—both cannot be active at the same time for the same customer
- If a **Collection Plan** is already active and you enable Open Invoice Reminders, the Collection Plan will be automatically disabled
- If Open Invoice Reminders are already enabled and you assign a Collection Plan, the Open Invoice Reminder flow will be deactivated for that customer

### Set Up Invoice Reminders

1\. Click **Customers**

2\. Click on the **Customer** you want to set up invoice reminders for

3\. Click **Open Invoice Reminder**

4\. Now, you have **two scheduling** type options:

1. **Weekly.** You can choose to have invoice reminders sent on a specific day of the week

2. **Monthly.** You can select which days of the month to send the invoice reminder to the customer simply by clicking on the desired day numbers

6\. You can select specific days of the month to send invoice reminders to customers by simply clicking on the calendar's desired date(s)

7\. Finally, click **Apply** to save the reminder settings

8\. The changes you made will now appear in the customer’s **Receivables** tab

### Remove Open Invoice Reminder

If you decide that you no longer want to send reminders, you can remove them by using the pop-up window and clicking **Remove**:

[Prev](https://support.paystand.com/hc/en-us/articles/38830407283355-Bill-To-Consolidated-Statement "Bill-To Consolidated Statement") Next

#### Table of contents

Open Invoice Reminder

- [Open Invoice Reminder](https://support.paystand.com/hc/en-us/articles/20856118053275-Open-Invoice-Reminder#open-invoice-reminder-0-0)
- [What to Expect](https://support.paystand.com/hc/en-us/articles/20856118053275-Open-Invoice-Reminder#h_01K22YS4YCXFF81G9XBQ8JKNQ3)
- [Set Up Invoice Reminders](https://support.paystand.com/hc/en-us/articles/20856118053275-Open-Invoice-Reminder#h_01K238TM8J827C377RN1VEPKV4)
- [Remove Open Invoice Reminder](https://support.paystand.com/hc/en-us/articles/20856118053275-Open-Invoice-Reminder#h_01K238KDB3B0WNTW3S15T04VVY)