Payment reminders
A supplier can have Clipp remind restaurants automatically: a set number of days before an invoice is due, on the due date, or a set number of days after. One reminder goes out per invoice, by email, SMS and push, with a pay link. This is separate from the manual Notify to Pay button.
Who uses it
- Admins turn it on in Manage Account → Notifications.
- Restaurants receive the reminders.
How it works
The setting
Manage Account → Notifications (Admins only). Card Notifications, "Configure automated payment reminders sent to customers."
Section Set Due Reminder: "Sends an auto payment reminder to the customer via email and SMS before and after the invoice due date."
| Field | Options |
|---|---|
| Due Reminder | None (default) · On due date · Custom |
| Days (Custom only) | 1 to 30 |
| Before / after (Custom only) | Before due · After due |
Validation on Days: "Value cannot be negative", “Use "On due date" instead” (for 0), "Maximum 30 days", "Please enter a number without decimals". Saving shows "Notification settings saved" or "Failed to save notification settings".
Only one rule can be set, despite the "before and after" wording.
Which invoices get a reminder
Each morning Clipp looks for invoices that:
- belong to a supplier with reminders on,
- are Ready for Delivery or Delivered (not canceled, deleted or purchase orders),
- are Unpaid, Partially paid or Processing, and still owe money (an invoice whose balance is covered by store credit or a Clipp promotion payout is skipped),
- have a due date exactly N days after today (Before due), today (On due date), or N days before today (After due). "Today" and the due day are New York calendar days.
This covers invoices in the current system and older orders alike. An older order that has moved to the current system is reminded once, through its current invoice. If building the current-system reminders fails for a supplier, that supplier's older orders are still reminded.
Each matching invoice gets one reminder per contact per channel, once. Just before sending, Clipp checks again: if the invoice was paid, voided, canceled or taken out of Ready for Delivery in the meantime, the reminder is dropped. An invoice that is still owing, or has a bank payment in progress, is reminded.
What the restaurant receives
| Channel | Recipients | Content |
|---|---|---|
| Restaurant staff with order access (or full payment access), plus the restaurant's contacts on this supplier's customer record | SendGrid template due-invoice-reminder. It's given the restaurant name, invoice number, supplier name, due date (YYYY-MM-DD), amount due and pay link. The wording lives in SendGrid (verify). No PDF attached. | |
| SMS | Same people's phones | "Clipp: Invoice INV-1001 from Dosto's Wholesale is due." / "Tap here to pay." with the pay link |
| Push | The restaurant's app | Invoice due: INV-1001 / "Tap to make a payment to Dosto's Wholesale." Opens the pay link. |
Amount due is what is still owed: the invoice total less payments, store credit and promotion payouts, plus refunds, never below zero. A partly paid invoice is reminded of the remaining balance only. Current-system invoices use the same email, text and push wording as older ones.
Calculations
Setting Custom · 3 days · Before due. Invoice INV-1001: due 11/02/2026, $500.00, $200.00 paid.
| Day | What happens |
|---|---|
| Oct 30 | Reminder sent: amount due $300.00, due date 2026-11-02 |
| Oct 31 | Nothing (one reminder per invoice per rule) |
| Oct 30, but paid in full on Oct 29 | Nothing (not unpaid) |
Setting Custom · 5 days · After due: the same invoice gets its reminder on Nov 7.
Where it shows up
Restaurant inboxes, phones and the restaurant app. Nothing appears on the invoice or the Activity Log.
Permissions
Only Admins see the Notifications tab. Restaurants can't opt out of these reminders per supplier.
Decisions
- One rule per supplier, one reminder per invoice. Keeps reminders from piling up. (verify the product reason)
- Dropped if paid before sending. A reminder for a paid invoice is wrong and annoying.
Known limitations
- The description says "via email and SMS" but push is sent too, and "before and after" though only one rule is allowed.
- The background job runs every hour from 11:00 to 16:00 UTC; its description says "for testing", while the code comment says 6 AM EST daily. Reminders arrive at the first run of the day (verify the intended schedule).
- For older orders, which time zone decides "today" for the match isn't pinned to New York in code (verify). Current-system invoices use New York days.
- Clipp can mute a supplier's email, SMS or push channel, which also silences these reminders.
FAQ
I set a reminder 3 days before. Will customers get another one when the invoice goes overdue? No. Only one rule exists. Use Notify to Pay for overdue invoices.
A customer paid yesterday but got a reminder today. Check whether the payment is still Processing (a bank payment clearing). Processing invoices are still reminded.