When an invoice has been finalized and sent but the balance is still outstanding, you can send the customer a payment reminder straight from Cornerspot. It emails them a nudge with the amount due and a way to pay, and logs the action on the invoice so your team can see it went out. This guide shows you how.
When can you send a reminder?
The Send reminder action appears on an invoice that's finalized and still owes money — that is, an invoice in Open, Partially paid, or Overdue status with a remaining balance. Drafts and fully-paid invoices don't show it. Reminders are most useful for invoices drifting toward — or already past — their due date.
How to send a payment reminder in Cornerspot
1. Open the outstanding invoice
From the dashboard, select Invoices in the left-hand menu (under Members & Billing), find the invoice you want to follow up on, and open it from its row.
2. Check the outstanding balance
On the invoice detail page, an outstanding-balance banner shows how much is still owed and reads “Outstanding balance of {amount}. Send a reminder now to prompt payment before {due date}.” The banner includes a Send now button — a shortcut to the same reminder action in the header.
3. Click “Send reminder”
In the top-right of the invoice header, click Send reminder (or use Send now on the banner). Cornerspot emails the customer a reminder that includes the amount due and a link to pay, and confirms with a “Reminder sent” message.
4. Confirm it in the Activity timeline
The reminder is logged in the invoice's Activity timeline, so you have a record of when it was sent. You can keep an eye on the Lifecycle bar too — its Sent and Viewed steps update once the customer receives and opens the email.
Tips for following up on unpaid invoices
- Set clear payment terms or a due date on each invoice so reminders read correctly and the invoice flips to Overdue at the right time.
- You can send more than one reminder over time — useful for invoices that drift past their due date.
- To let customers pay online from the reminder, connect a payment processor (Stripe) from the Payments settings — otherwise they can still pay you manually and you can record it on the invoice.
- Need to log a payment you received outside Cornerspot? Use Record manual payment on the invoice to update the balance.