Reminders and invoice history
When Finli reminds customers about unpaid invoices, how to send an extra reminder and what the invoice history shows.
Finli follows up on unpaid invoices for you, and keeps a record of everything that happens to each invoice.
Automatic reminders
If an invoice is unpaid and you chose to notify your customer by email or text, Finli sends reminders:
- On the due date
- 2 days after the due date
- 5 days after the due date
Reminders go out through the channels you chose for that invoice. If you turned on Disable automatic notifications, no reminders are sent.
Send an extra reminder
- Go to Invoices and find the invoice.
- Open the actions menu and select Share via Email/Text.
- Send the invoice again to notify your customer.
You can also select Share Link to copy the invoice link and send it yourself.
Screenshot to add: the invoice actions menu showing Share via Email/Text and Share Link
Invoice history
Every invoice and quote keeps a history with the date and time of each event. The three most recent events are shown; select View Older to see the rest.
Events on an invoice can include:
- Invoice created, scheduled, issued, updated, canceled or completed
- Notification sent, and who it was shared with
- Reminder sent, or invoice became past due and a reminder was sent
- Invoice viewed
- Payment automatically scheduled with Autopay
- Customer paid an amount, or a payment failed
- Payment settled in your verified bank account
- Refund initiated, processing, completed or failed
- Offline payment recorded, updated or removed
- Quote converted into invoice
Events on a quote can include quote created, sent, viewed, updated, approved, rejected, canceled and converted into an invoice.
Screenshot to add: an invoice history panel with the View Older link
Need help? Email support@finli.com.
Updated October 22, 2026