Get paid on time with less chasing
Collecting payments from customers can be challenging. It usually involves chasing and reminding your customers to pay you, to ensure a steadier cash flow on your end.
We know that manually chasing customers can be very time-consuming. CardUp’s Payment Reminders feature is thus designed to automate this process and save you valuable time.
How do you use Payment Reminders?
Payment Reminders are automated email reminders CardUp sends to your customers to remind them to make payment. Each reminder email has a payment button embedded, enabling your customers to easily click to pay you online.
When you create a Payment Request, you can turn on Payment Reminders and indicate the due date plus the email address of the customer whom you want the reminders to be sent to.
If the Payment Request is not paid, we’ll send automatic reminders based on the due date:
-
3 days before due date: Remind customers of the upcoming due date
-
1 day before due date: Remind customers of the upcoming due date
-
On due date: Inform customers they have to make payment today
-
+1, +7 and +14 days after the due date: Inform customers that their payment is overdue
Examples of the reminder emails we send:


Email sent to let customers know that their payment is overdue
In summary, turning on payment reminders allows you to spend less time manually chasing and reminding customers, and more time on important business operations.
Note that Payment Reminders are only supported for Payment Requests at the moment.
How do you turn on or update Payment Reminders for your Payment Requests?
Turn on Payment Reminders:
-
Create a new Payment Request with Payment Reminders turned on
-
Turn on Payment Reminders for existing Payment Requests
-
Turn on Payment Reminders during bulk-creation of multiple Payment Requests
Update Payment Reminders:
4. Update the due date of a Payment Request
5. Update the email address where Payment Reminders will be sent to
1. Create a new Payment Request with Payment Reminders turned on
Step 1: Add a new Payment Request via the “+ Single Request” button
Step 2: Fill in customer name and payment details

Step 3: Turn ON Payment Reminders and fill in the required details
Proceed to toggle the Payment Reminders button to “ON”. Select the date of when this Request/Payment is due. Finally, add the customer’s email address. Auto-reminders will be sent to this email.
Step 5: If you would like to inform or share the payment request with your customer, you can do so either by copying the link, sharing the link via WhatsApp, or sending the Request via Email or SMS.

Step 6: Track your payments easily on CardUp’s Dashboard. The Payment Requests with Payment Reminders turned ON will be indicated via the “Due on” and “Reminder” column.

2. Turn on Payment Reminders for existing Payment Requests
Step 1: Select “Edit/Update” Request via the request’s option button on the right.
Step 2: Turn on Payment Reminders
By default, Payment Reminders are always toggled to “OFF”. Proceed to toggle the button to “ON”.
Fill in the required details – Select the date of when this Request/Payment is due. Then add your customer’s preferred email address to receive the auto-reminders.

Step 3: Update Request

Step 4: Share the updated Request with your customer, if you’d like.
Step 5: Track Request easily on the Payment Request page. Any Payment Request that has Payment Reminders turned on will have the text “ON” displayed under the “Reminder” column.

3. For bulk-creation of multiple Payment Requests
Currently, Payment Reminders have to be turned on separately for each Request, once the Requests have bene created. Refer to the steps listed above under “Turn on Payment Reminders for existing Payment Requests”.
If you are interested in using Payment Reminders during bulk-creation of Multiple Payment Requests, let us know at hello@cardup.co
4. Update the due date of a Payment Request
To update the due date of the Request/Payment, edit the Payment Request and select a new date. Ensure that you select a correct date as the schedule for the existing auto-reminders will be updated based on the new date selected. Once the Request has been updated, note that an email will be sent to your customer to inform them of the updated payment due date.
5. Update the email address where Payment Reminders will be sent to
To update your customer’s email address, edit the Payment Request and replace the existing email address listed within the Payment Reminders section. Ensure that you enter the correct email address as all auto-reminders scheduled will be sent to this email address accordingly.