Configure automatic payment reminders, scheduled email, and escalation so unpaid invoices never depend on someone remembering.
Chasing invoices by hand is the first thing a growing company stops having time for. Revolve Core covers it in layers: reminder settings that nudge customers about open invoices, scheduled email that goes out at the time you choose, and escalation rules for the invoices that stay unpaid anyway.
§Payment reminders
The Payment Reminders setting controls automatic nudges on open invoices. It works alongside the automation hub's Follow-ups tab, where payment nudges and estimate follow-ups live with their run log. Because invoices are emailed with a payment link, a reminder is not only a nag — the customer can settle the balance straight from the message.
Two companion settings are worth finding in the same search: Late Fee Policy, for what happens when an invoice goes past due, and Payment Links, for how customers pay online.
§Scheduled emails
The Scheduled Emails setting governs email that is queued to go out at a later time rather than immediately. Use it to shape when automated mail lands — and check the automation hub's Activity Log tab to see the last 200 automated outbound messages after they send.
§Escalation when reminders are not enough
For the invoices that stay unpaid, escalation rules under Admin Console → COMMUNICATION → Notifications can loop in a human: CC an admin on the event, or escalate to a text message after a set number of minutes. The same rules cover failed payments, so a bounced card never dies quietly in an inbox.
Contract settings controls the automatic reminder cadence (interval days and maximum reminders), and the REMIND button on a customer's CONTRACTS tab re-nudges pending signers manually.§Related
- ◆See "The automation hub" in this category.
- ◆See "Create and send an invoice" in the INVOICING + PAYMENTS category.
- ◆See "Notifications" in the TEXTS, EMAIL + ALERTS category.