Invoice Rover automatically sends invoice notifications and reminders based on the rules you create. Choose the reminder type that matches your goal, then open its setup guide.
IMPORTANT You can create multiple rules and use different templates and timing periods for each rule.
Start a reminder rule
- In Benji Pays, go to Settings > Invoice Rover.
- Select New Rule.
- Choose the reminder type that matches your goal and follow its setup guide.
- Repeat for any additional rules you need, then review the Invoice Rover logs to confirm reminders are scheduled and sent.
Choose a reminder type
| Reminder type | When to use it | Setup guide |
|---|---|---|
| New invoice notification | Send an email shortly after a new invoice is created. The rule must be active before the invoice is created. | Click setup steps |
| Invoice coming due reminder | Remind customers before an invoice is due, on its due date, or at multiple points before the due date. | Click setup steps |
| Overdue invoice reminder | Send one or more reminders after an invoice becomes overdue. | Click setup steps |
| Account summary reminder | Send customers a summary of their open invoices on selected days of the month. Customers with no open invoices will not receive an account summary. | Click setup steps |
| Payment method update reminder | Notify customers when a saved payment method has an issue and needs to be updated. | Click setup steps |
Helpful resources
- Invoice Rover general notes — Learn how rules, payment links, templates, and customer selection work together.
- Understanding rule periods — Learn how timing works before and after an invoice due date.
- Invoice Rover logs — Confirm when reminders were scheduled and sent.
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