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Overview

Knead can send automatic email reminders to customers who have unpaid invoices. You configure the timing and frequency once, and Knead handles the follow-up so you can focus on baking.

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Enabling Payment Reminders

  1. Open Settings from the main navigation.
  2. Find the Payment Reminders section.
  3. Toggle Enable Payment Reminders to on.
Once enabled, Knead will send email reminders for any invoice that remains unpaid past the grace period you set.

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Configuring Your Reminder Schedule

You control four settings that shape how reminders work.
  • Start after (days) — How many days after the invoice is sent before the first reminder goes out. For example, setting this to 3 means the customer has three days to pay before any nudge.
  • Frequency — How often reminders repeat after the first one. Common options include every 3 days or weekly.
  • Max reminders — The maximum number of reminders Knead will send per invoice. Once this limit is reached, reminders stop automatically.
Pro tip: Start with a 3-day grace period, reminders every 5 days, and a max of 3 reminders. This gives customers a gentle nudge without being pushy.

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What Your Customer Receives

Each reminder is a friendly email sent through Knead. The email includes:
  • Your business name
  • The invoice number and total amount due
  • A link to view and pay the invoice online (if Stripe is connected)
The tone is polite and professional. Knead does not use aggressive language or late-fee warnings. Your customer relationship stays intact.
Good to know: Customers who have already paid through Stripe will not receive reminders. Knead checks the invoice status before sending.

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Tracking Reminders on Your Invoices

Knead tracks how many reminders have been sent for each invoice.
  1. Open an invoice from The Counter.
  2. Look for the Reminders section on the invoice detail.
  3. You can see the number of reminders sent and when the last one went out.
This helps you spot invoices that have had multiple reminders without a response. If a customer has received all their reminders and still has not paid, it may be time to follow up personally.

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When to Follow Up Personally

Automated reminders work well for most overdue invoices. But some situations call for a personal touch.
  • The customer has received all max reminders. At this point, a direct message or phone call is more effective than another email.
  • The invoice is for a large or custom order. High-value orders deserve personal attention.
  • You have a close relationship with the customer. A quick text may feel more natural than a system email.
You can always send a manual follow-up through Knead’s inbox or your own email. The automated reminders are a safety net, not a replacement for your judgment.

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Turning Off Reminders for a Specific Invoice

If a customer has arranged to pay on a specific date, you may not want reminders going out in the meantime. Mark the invoice as paid manually when you receive payment, and Knead will stop any scheduled reminders for that invoice.
Pro tip: If a customer lets you know they are paying on Friday, add a note to the order so you remember to follow up if the payment does not arrive.
Still need help? Contact us