Automated Reminders

Stop Chasing Payments

The average locksmith shop loses $2,000 to $3,000 per year on forgotten invoices. Not because customers refuse to pay — because nobody followed up. KeyBolt's automated reminder system follows up for you, so you never have to make an awkward "hey, you still owe me" phone call again.

How Reminders Work

When an invoice is sent and not paid, KeyBolt automatically sends reminder emails on this schedule:

• Day 1 — a gentle nudge: "Just a reminder that your invoice from [Shop Name] is ready for payment."
• Day 7 — a follow-up: "Your invoice is now 7 days old. Tap below to pay securely."
• Day 14 — firmer tone: "Your invoice from [Shop Name] is 14 days past due. Please pay at your earliest convenience."
• Day 30 — final notice: "This invoice is 30 days past due. Please remit payment immediately to avoid further action."

Each reminder includes the invoice amount, a summary of the work performed, and a direct "Pay Now" link to the Stripe payment page.

Customizing Reminders

Go to Settings > Automation to customize the reminder schedule:

• Enable or disable individual reminder intervals. Some shops prefer only the day 1 and day 7 reminders.
• Adjust timing — change the day thresholds if the defaults don't match your preferences.
• Disable entirely — turn off all automated reminders if you prefer to handle follow-ups manually.

What Happens at 30 Days

After the 30-day reminder is sent, the invoice is automatically marked as Overdue in your system. It appears in red on your invoice list and shows up on your aging report. No further automatic reminders are sent — at this point, it's up to you to decide on next steps (call the customer, send to collections, write it off).