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 email to an 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).

Enable or disable payment reminders

For specific counterparts

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

You may want to disable reminders for specific counterparts, such as customers who always pay on time. To do this, 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/692b50b3-23a1-4907-a068-a3dcad609da8/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 an entity, call PATCH /entities/{entity_id}/settings and change the reminder.enabled setting to false.

curl -X PATCH 'https://api.sandbox.monite.com/v1/entities/692b50b3-23a1-4907-a068-a3dcad609da8/settings' \
     -H 'Authorization: Bearer YOUR_PARTNER_TOKEN' \
     -H 'Content-Type: application/json' \
     -d '{
       "reminder": {
         "enabled": false
       }
     }

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


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