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How do I set payment reminders?

Get email notifications before vendor payments are due so you never miss a deadline.

How do I set payment reminders?

Get email notifications before vendor payments are due so you never miss a deadline.
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Plan requirement: Pro plan
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Short answer: Add due dates to your payments in Planner > Budget, and you'll receive email reminders before payments are due. You can manage notification preferences in your user settings.
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Adding payment due dates

  1. Go to Planner > Budget or Vendors

  2. Add or edit a payment

  3. Set the due date

  4. Save the payment

Viewing upcoming payments

To see what's coming due:
1. Check your budget dashboard
2. Look for upcoming payments section
3. Filter by due date
4. See what needs to be paid soon
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How email reminders work

When you add payment due dates:
- You'll receive email notifications to the account owner before payments are due
- Reminders are sent automatically based on the due date
- You can opt out of payment reminder emails in your user settings (Settings > Users > your profile)
- View all upcoming payments in your budget dashboard
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Managing notification preferences

To adjust payment reminder emails:
1. Go to Settings > Users
2. Click on your user profile
3. Manage notification settings
4. Save your preferences
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Tips

  • Add all payment due dates when you book

  • Check upcoming payments weekly

  • Pay a few days early to be safe

  • Note payment method requirements (check vs card)

  • Keep confirmation of payments made

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