Free kit

Test an invoice-reminder tool before you pay for one

11 questions, a test script, a 7-day plan, and red flags. Free.

Short answer: An invoice-reminder tool nudges customers who have not paid. Before you pay, ask 11 questions, send 4 test invoices, and try it on a few real late invoices for 7 days.

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1. Ask the maker: 11 questions

Send these to two or three makers. Ask for the answers in writing. They are neutral: they do not name any tool.

  1. What does it cost each month? Is the price per user, per invoice, or per customer?
  2. Which accounting or invoice software does it connect to?
  3. Can I set the schedule: before the due date, on the due date, and after?
  4. Can I change the words? Does it have a friendly tone and a firm tone?
  5. How does it know an invoice was paid? How long until it knows?
  6. Does the reminder include a link so customers can pay right away? What does the payment cost?
  7. Does it send from my own email address?
  8. Can I pause reminders for one customer?
  9. How does it handle part payments?
  10. Can I see a list of who is late and every reminder that was sent?
  11. Is there a contract? How do I cancel? Can I export my invoices and my data?

2. Send 4 test invoices

Make small test invoices to yourself (a $1 job works). Set each one to be due yesterday.

  1. Invoice 1: leave it unpaid. Do you get a friendly reminder on time?
  2. Invoice 2: pay it. Do the reminders stop? How long did it take?
  3. Invoice 3: pay half. What does the next reminder say?
  4. Invoice 4: pause it. Does it really stay quiet?

3. Your 7-day trial plan

4. Red flags: walk away if you see these

Tools in our directory for this job

8matching listings in our directory
7 of 8show a public price (the rest say Check site)
3are free DIY templates
1 of 8show a sourced hours number

These are the listings that match this job. We do not test every tool, and the order is not a ranking. Prices and hours come from each listing and its source.

Our lists for this job

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