Keeping track of proposals, contracts, and invoices can be a lot — that’s why every RPC business account comes with automated reminder emails. They help you and your clients stay on top of important dates without having to chase anything down.
Contract and proposal reminder emails
For contracts and proposals, reminders are sent 3 days before the expiration date and again if the item becomes past due.
Invoice reminder emails
For invoices, reminders are based on the installment due dates. A reminder will send 7 days before the due date, 3 days before the due date, and when the installment becomes past due, as long as the invoice was sent at least a week before the reminder date. Auto-pay invoices follow the same rules, but only for invoices set up with auto pay.
If multiple installments share the same due date, only one reminder is sent, and it always references the earliest installment due.
What you need to know about reminder emails:
These time-saving emails are sent to both the sender of the proposal, contract, or invoice and the recipient.
As soon as a proposal is accepted, a contract is signed, or an invoice is paid, the emails will stop.
Reminder emails are sent for all proposals, contracts, and invoices.
Turning reminders off:
You have control over reminders if you prefer not to send them:
Per document: When creating or editing a proposal, contract, or invoice, you can turn off reminders for that specific item.
Globally in Admin: Owners, administrators, and managers can adjust settings to disable automated reminders across your entire account if you want full control.