Need to nudge a client about an unpaid invoice? Bravely makes it easy to send a quick reminder — no manual emails or copy-pasting required. You can send invoice reminders directly from the Payments page or from the Invoice Viewer.
⚠️ Important: Payment reminder emails are sent instantly. There’s no confirmation step, so make sure you're ready before clicking!
1. From the Payments Page
Go to Payments
Find the invoice in the table (only Open, Partial, or Overdue invoices are eligible)
Click the 3-dot menu beside the invoice
Select Send invoice reminder via email
Bravely will send an automated reminder email to the client immediately, including a link to download a PDF invoice and the payment link.
2. From the Invoice Viewer
Open the invoice from the client’s dashboard or the Payments page
Click the 3-dot menu in the top right
Select Send invoice reminder via email
Again, this sends the reminder right away — perfect for quick follow-ups without needing to write a custom message.
Email Reminder Preview
Here’s a preview of the invoice reminder email your client will receive:
Subject: Outstanding invoice from [Practitioner/Clinic Name]
Body:
Hi [Client Name],
Just a friendly nudge that your invoice from [Practitioner/Clinic Name] is outstanding. We want to ensure you don’t miss it and keep everything on track.
Invoice: [Invoice Number]
Amount: [Currency] [Total]
Due: [Due Date]
To: [Client Name]
From: [Practitioner/Clinic Name]
Note: [Custom Note, if added]
Just a reminder, you can easily view all your outstanding and past invoices (coming soon) right from your Bravely Home dashboard. [Go to Bravely Home →]
Have a question or something doesn’t look right? You can always reach out directly to [Practitioner/Clinic Name].
— The Bravely team