Payment terms and reminders
Payment terms determine when the invoice becomes due. Reminder settings determine which follow-up emails TREVY should send for an outstanding invoice.
Set payment terms
Choose Payment Terms while preparing the invoice. The available terms are due on receipt, or 3, 7, 14, 21, 30, 45, 60, or 90 days. The due date is calculated from the date of issue plus the selected number of days, using your business timezone. Saving a draft does not start the payment period.
Check the date in the preview before issue. Payment terms do not record a payment or change the items being charged.
Choose reminders before issue
- 3-day pre-due reminder sends a reminder three days before the due date. It is available only for terms of at least seven days.
- Overdue reminders enables follow-ups after the due date. Select the offered days: 1, 7, and 14 days overdue.
When overdue reminders are enabled, select at least one day. These are offsets from the due date, not an instruction to send a message immediately.
Change reminders on a sent invoice
The reminder settings view is available on an issued invoice after delivery has been recorded. If it is missing, check whether the invoice has been sent or marked as manually sent, and whether it still has an issued status.
Open that view to change the pre-due switch, overdue switch, or selected overdue days. Review any email confirmation shown when enabling a reminder. Settings are saved on this invoice.
Turning a reminder off stops that selected follow-up; it does not undo a message already sent. Settled invoices should not be treated as invoices still awaiting payment. Keep payments received outside TREVY recorded promptly so the outstanding balance is current.
Why is a reminder unavailable?
| What you see | What to check |
|---|---|
| Pre-due option disabled | Terms must be seven days or longer. |
| No reminder settings view | Delivery must be recorded and the invoice must still be issued. |
| Overdue selection cannot be saved | Keep at least one overdue day selected, or turn overdue reminders off. |
| Client has paid but the invoice still shows a balance | Record the received payment, or check whether the Stripe payment has completed. |
See Issue and send for delivery and Record payments for updating the balance.