Payment Reminders & Receipts

JourneyFuse can send branded emails to your clients for payment reminders and receipts. These are triggered from the invoice page and use your workspace's branding automatically.

Sending a Payment Reminder

For Split Invoices (Per-Traveler)

When an invoice has traveler shares, each traveler row in the shares table has a Send Reminder action. Clicking it sends a branded email to the client that includes:

• The traveler's name
• Their outstanding balance
• A direct link to the traveler's personal invoice page

This is useful when one traveler has paid but another hasn't — you can remind just the person who still owes.

For Standard Invoices

Use the Send Invoice button on the invoice detail page to email the full invoice to your client. This marks the invoice status as Sent and delivers a branded email with a link to the public invoice page.

Automated Reminder Schedules

Automatic reminders live in Automations → Payment reminders (the Payments section of the Automations page). They send one email for each scheduled payment and planning fee still owed, keyed to that payment's due date, and only while its invoice is out and unpaid. An owner or admin sets them for the agency; a solo advisor sets their own.

• The days. New workspaces start at 3 days before the due date, on the due date, and 3 and 7 days after. Add a reminder adds 1, 3, 5, 7, 10 or 14 days before, or 0, 1, 3, 7 or 14 days after; the × removes one.
• Send or Ask me first, per day. A day set to Ask me first holds its reminders on the Payment reminders page until you send or skip them, and skips any the client pays in the meantime.
• The wording. Each day shows Standard wording or Your wording; the pencil edits it.
• One invoice. Any invoice can use its own schedule, or pause reminders, from the reminder control on its payment schedule.

A reminder for a final payment that has no card authorization yet includes a card authorization link, so the client can sign for the balance from the reminder itself. Days set to Ask me first don't include it. On a split invoice each traveler gets their own share. After the due date, nothing more is sent once the client has authorized a card.

These reminders go out in one run early each morning, US time. They don't follow Automations send at, which applies to trip and client automations.

The same page has the Monthly balance statement (one email a month to each client with a balance left, until it reaches zero or their final payment date passes) and the client chases under Waiting on a client: Card authorization chase and Insurance waiver chase. You can change their wording and choose Send or Ask me first; their timing is fixed.

Reminders from trip automations

Trip automations such as Every trip can carry their own payment steps (Final Payment Due, Payment Reminder). Those count from the trip's final payment date, not from each installment. The Payment reminders page lists which of your automations do this. A trip automation's payment email to the client or their travel party is skipped when one of these invoice reminders for the same trip went out in the previous seven days, or goes out on its own in the next seven days (a day set to Ask me first doesn't count). Further apart than that, the client gets both. An email you send with Send now, or approve, always goes.

Automatic Payment Receipts

When a payment is recorded, you can send a receipt email to the client. The receipt includes:

• The payment amount
• The traveler's name (if the payment is assigned to a specific traveler)
• The remaining balance after the payment
• A link to view details on the public invoice or traveler share page

Receipt emails are sent through the same branded email system as reminders.

Email Branding

All payment emails — reminders and receipts — use your workspace branding:

• Agency name in the email header
• Logo displayed at the top (if configured)
• Accent color applied to the call-to-action button
• Professional template wrapper with consistent styling

Configure your branding in Settings → Agency & Branding (logo, accent color, and agency name).

What the Client Sees

The links in reminder and receipt emails take the client to a public page — no login required. The page shows:

• Amount owed or share balance
• Full payment history for their portion
• Your agency's branding and contact information
• A Paid in Full badge when the balance reaches zero

Related

• Invoices — creating and sending invoices
• Split Payments & Traveler Shares — per-traveler payment links and reminders
• Automations — trip automations, and how their payment steps relate to these reminders