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Overview

Payment reminders automate the follow-up cycle on open invoices: instead of your team manually emailing customers about aging balances, Upwell sends scheduled, templated follow-up emails that reflect each customer’s current open invoices.

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What it does

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Scheduled email follow-ups

  • Reminder cadence is configured per your workflow under Workflow Settings → Reminder Schedule in the dashboard
  • Reminders are sent by email, using configurable follow-up templates
  • Timing keys off invoice age and the customer’s payment terms (see paymentDiscountTerms in Syncing foundation entities)

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Reminder content

  • Templated messaging that reflects the customer’s current open balance — a payment recorded today is reflected in what tomorrow’s reminder chases
  • Include secure payment links so customers can pay directly from the email (see Online Payments)
  • Account statements summarizing all open invoices complement per-invoice reminders (see Accounts Receivable Management)

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For developers

There is no public reminders API today — no endpoints exist for reminder templates, schedules, or logs. Reminders are configured in the dashboard. What you can do over the API:

Feed the inputs

Reminders are driven by invoice and payment state — keep invoices, payments, and customer payment terms synced accurately.

Observe the outcomes

Watch create.customer_payment and invoice status triggers to see collections progress in your own system.