Invoice payment reminders

Learn how to automatically send payment reminders to customers before the invoice due dates and early discount dates.

Overview

Monite automatically sends payment reminders as emails to entity's customers one day before the invoice due dates and early discount dates. The reminders are sent for all issued unpaid invoices. However, no reminders are sent for overdue invoices.

Reminders come from the [email protected]<entity_name>.monite.com address (currently not customizable).

Create a payment reminder set

To create a new payment reminder set, call POST /payment_reminders. The value set for days_before represents the number of days before the payment due date to send reminder notifications to my counterparts.:

curl -X POST 'https://api.sandbox.monite.com/v1/payment_reminders' \
     -H 'X-Monite-Entity-Id: ENTITY_ID' \
     -H 'Authorization: Bearer ACCESS_TOKEN' \
     -d '{
       "name": "My payment reminder set",
       "term_1_reminder": {
         "days_before": 15,
         "body": "... HTML content of the reminder email ...",
         "subject": "Subject of the reminder email"
       },
       "term_2_reminder": {
         "days_before": 10,
         "body": "... HTML content of the reminder email ...",
         "subject": "Subject of the reminder email"
       }, 
       "term_final_reminder": {
         "days_before": 5,
         "body": "... HTML content of the reminder ...",
         "subject": "Subject of the reminder email"
       }
     }'

The successful response contains information about the recently created payment reminder set:

{  
  "name": "My payment reminder set",  
  "term_1_reminder": {  
    "days_before": 15,  
    "body": "... HTML content of the reminder ...",
    "subject": "Subject of the reminder email"
  },  
  "term_2_reminder": {  
    "days_before": 10,  
    "body": "... HTML content of the reminder ...",
    "subject": "Subject of the reminder email"
  },  
  "term_final_reminder": {  
    "days_before": 5,  
    "body": "... HTML content of the reminder ...",
    "subject": "Subject of the reminder email"
  },  
  "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",  
  "entity_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",  
  "status": "active",  
  "created_at": "2022-12-27T13:54:07.131Z",  
  "updated_at": "2022-12-27T13:54:07.131Z"  
}

Enable or disable payment reminders

For specific counterparts

By default, payment reminders are enabled for all counterparts of an entity.

If you want to disable reminders for specific counterparts, such as customers who always pay on time, call PATCH /entities/{entity_id}/settings and provide in the body the counterpart IDs in the reminder.excluded_counterparts list:

curl -X PATCH 'https://api.sandbox.monite.com/v1/entities/692b50...609da8/settings' \
     -H 'Authorization: Bearer YOUR_PARTNER_TOKEN' \
     -H 'Content-Type: application/json' \
     -d '{
         "reminder": {
           "excluded_counterpart_ids": [
             "6291decf-1801-4145-a746-6270fa473699",
             "244574de-51af-42a2-8e0f-14c1f1316356"
           ]
         }
       }'

🚧

The excluded_counterparts list sent in the PATCH /entities/{entity_id}/settings request replaces the previous list, rather than being appended to it.
To append items to this list, call GET /entities/{entity_id}/settings to get the current excluded_counterparts list, then modify this list, and send the modified list back.

For all counterparts

To disable reminders for all counterparts of a specific entity, call PATCH /entities/{entity_id}/settings and change the reminder.enabled field to false.

curl -X PATCH 'https://api.sandbox.monite.com/v1/entities/692b50...09da8/settings' \
   -H 'Authorization: Bearer YOUR_PARTNER_TOKEN' \
   -H 'Content-Type: application/json' \
   -d '{
        "reminder": {
          "enabled": false
        }
     }'

To enable reminders again, change the reminder.enabled field back to true.