When an invoice goes unpaid past its due date, Tribe can send reminders to your customers automatically. No manual follow-up needed. You can configure two reminder automations, each with its own timing conditions and email template. By following this guide, you will learn how to activate the reminder automations, understand when each reminder is triggered, and control which customers receive them.
How Reminder Automations Work
Tribe supports two automated reminders for unpaid invoices: a first reminder and a second reminder. Each runs daily and checks whether any invoices meet the trigger conditions. When conditions are met, the reminder email is sent automatically and the invoice status updates to reflect which reminder was sent.
The automations are not enabled by default. You activate them once in Configuration, and from that point they run without any manual intervention.
Tribe already includes a standard email template for reminders. You can use this template as-is or create a dedicated reminder email template in the same way as a standard invoice email. The invoice PDF is automatically attached to the reminder.
Note: Reminder email templates are managed under Invoicing, and selecting E-mail Templates. If you use the Mollie payment integration, you can also add a payment link to your reminder template. See the article Create Standard Emails for Sending Invoices for guidance on building email templates.
Before You Start
Before enabling the automations, make sure that:
The Invoicing Module is active in Tribe.
You have administrator rights, as automation settings are managed in Configuration.
Invoices have a due date set. Reminders are triggered based on due date, so invoices without one will not be included.
How to Enable the Reminder Automations
Navigate to Configuration.
Select Activities, then click Invoice.
Open the Automations tab.
Enable both automations using the slider.
Both automations are now active. They will run daily and send reminders to any invoices that meet the conditions below.
Reminder Trigger Conditions
Each automation checks a specific set of conditions before sending. All conditions must be met for a reminder to go out.
1st Reminder
Invoice status is Sent
The Do Not Remind option is not enabled on the customer
Due date equals the current date minus 1 day (i.e., the invoice is 1 day overdue)
After the 1st reminder is sent, the invoice status updates automatically to 1st Reminder.
2nd Reminder
Invoice status is 1st Reminder
The Do Not Remind option is not enabled on the customer
Due date equals the current date minus 7 days (i.e., the invoice is 7 days overdue)
After the 2nd reminder is sent, the invoice status updates automatically to 2nd Reminder.
Note: The invoice status changes — to Sent, 1st Reminder, or 2nd Reminder — are logged as phase changes in the audit trail, even under the strict invoicing policy. The invoice document itself remains frozen and cannot be edited after sending.
Excluding Specific Relations from Reminders
Not all customers should receive automated reminders. You can exclude individual relations by enabling the Do Not Send Reminders slider on the customer card. Invoices linked to that relation will be skipped by both automations.
This is useful for customers with agreed payment terms outside the standard schedule, or for relations you prefer to follow up with personally.
Quick Summary
Tribe's reminder automations are enabled once in Invoice within Activities, and then selecting Automations. Once active, the first reminder goes out when an invoice is 1 day overdue, and the second reminder goes out when it is 7 days overdue. Both automations check daily, update the invoice status automatically, and attach a copy of the invoice. Individual customers can be excluded using the Do Not Send Reminders slider on their customer card.