Payment terms and reminders
Set how long clients have to pay, and let Timebun chase unpaid invoices for you. Only the Owner (shown as Portal admin in the app for now) can change these settings.
Payment terms
- Go to Settings → Billing → Invoicing.
- Under Payment terms and reminders, set Payment terms to Net N days (0 to 365).
- Click Save.
- The due date is counted from the day you finalise the invoice.
- 0 means due on receipt.
- The terms apply to invoices for work. Hours a client buys — top-ups and upgrades — are always due on receipt.
- Invoices already sent keep their due date. Subscription invoices follow the subscription's own terms in Stripe.
Automatic reminders
Under Reminders:
- Before the due date — Remind N days after sending if unpaid. One reminder, sent only if that day falls before the due date. 0 switches it off.
- After the due date — Remind every N days, up to N times. The first overdue reminder goes N days after the due date. 0 times switches it off.
- Send a copy of every invoice to — an internal address that gets a copy of every invoice Timebun sends. Reminders aren't copied. Leave it empty for none.
Click Save.
Reminders go to the same people as the invoice — the primary contact and every contact marked Receives invoices — with the amount, the due date, a Pay invoice button and the PDF link. After the due date the subject starts with Overdue:.
Timebun checks every hour. Before each reminder it checks the invoice with Stripe, so a client who has just paid isn't chased. Reminders stop once an invoice is paid, void or marked uncollectible.
A client who pays by check, transfer or cash counts too, once you record it. Record the full amount and reminders stop. Record part of it and reminders carry on for the rest, with a line saying how much of the total is still due. See Record a payment made outside Stripe.
On a single invoice
The Mail card on an open invoice shows Next reminder date, No reminders scheduled, or Reminders stopped.
- Stop reminders — no more automatic reminders for this invoice. Resume reminders turns them back on.
- Remind now — sends a reminder straight away, even when reminders are stopped. It counts toward the schedule: after the due date it uses up one of the overdue reminders and the next one is counted from today; before the due date, the automatic before-due reminder won't also go.
Remind now is greyed out when the client has nobody to receive invoices.