If you've ever stared at a blank email draft trying to figure out how to ask a client for money without sounding pushy or desperate — this is for you. Tally Assistant checks overdue invoices daily and sends the email for you: friendly in the first week, professional through day 21, and firm after that. Each email is personalized with the client's name, invoice number, amount, days overdue, and a PayPal payment link. You don't write a single 'just checking in' email.
Auto payment reminders email clients daily while an invoice is overdue, with the tone escalating from friendly in the first week to professional through day 21 and urgent after. Each email includes the client name, invoice number, amount, days overdue, and a PayPal payment link, and the invoice records the reminder count and last send time.
Reminders run daily while an invoice is overdue, with tone changes at day 7 and day 21. Custom cadences, per-invoice pause controls, and timezone scheduling are not currently supported.
When an invoice due date passes without payment, the daily check marks it OVERDUE and sends the first reminder. The tone is chosen from how many days the invoice is overdue.
Reminders start friendly ('Hi [Client], just a quick nudge...'), become professional ('Following up on invoice #123...'), and eventually firm ('This invoice is now 21 days past due...'). You never have to write a reminder email again.
When the client pays and you mark the invoice as PAID, all future reminders for that invoice are automatically cancelled. No awkward 'please disregard' follow-ups.
You hate asking for money. The AI does it for you — polite, professional, and persistent. No awkward conversations, no strained client relationships, just automated follow-up.
You send 20+ invoices per month and can't manually track which ones are overdue. The AI monitors all of them simultaneously and sends reminders only when needed.
Your client is in a different timezone. Reminders are sent by email with a PayPal payment link, so the client can read and pay whenever it suits their local timezone.
The AI generates reminder emails from three tone templates (friendly, professional, urgent) and fills in the client name, invoice number, amount, and days overdue. Full custom template editing is on the roadmap.
Not currently. Tally Assistant checks overdue invoices daily and sends a reminder each day the invoice remains unpaid; the tone changes at day 7 and day 21. Custom cadences are on the roadmap. If you need to pause reminders while an arrangement is being made, update the invoice due date to the agreed date.
There is no per-invoice pause control today. If you have agreed to a later date, update the invoice due date to that date so reminders follow the new schedule. Per-invoice pause controls are on the roadmap.
The invoice records the reminder count and the last reminder time, and failed sends are surfaced in the dashboard. Full per-email content logging is on the roadmap.
If a reminder email fails (invalid client email, delivery failure, etc.), the system logs the failure and alerts you in the dashboard. You can then verify the client's email address and manually resend.
Tally Assistant flags any invoice whose due date has passed and sends automated reminders while it stays overdue. It works from invoice due dates, not contract-level milestones: if a contract has 30/60/90-day milestones, create a separate invoice for each milestone with its own due date. Custom reminder cadences tied to contract terms are not currently supported.
Tally Assistant is a strong fit for freelancers: reminders are automatic, the tone escalates, and a PayPal payment link is included. QuickBooks, FreshBooks, and Xero also offer reminder automation inside larger accounting suites, which may be better if you need full double-entry books, payroll, or an accountant-facing ecosystem.
No, reminders are email-only today. SMS reminders are on the roadmap.