Workiz
Free Plan AvailableSee pricing & details →
Limitations: Limited international availability (phone and some portal features restricted to US/Canada); inconsistent support responsiveness; additional features/add-ons and communications (calls/SMS) can incur extra fees; no built-in mileage logging/geofencing or barcode-based inventory workflows; automatic region/state tax calculation not supported; some advanced reporting and deep customizations reserved for higher tiers.
How to in Workiz
- Filter your invoices by Overdue: On the Invoices dashboard, apply the filter and choose Overdue to display only overdue invoices.
- Select Send reminder: Select the invoice(s) you want to remind your client(s) about and select Send reminder to dispatch a reminder from Workiz.
- Open Workiz Automations: Use Workiz Automations to set up automatic follow-ups for overdue invoices; consult the 'Sending automated reminders for overdue invoices' article for the automation trigger and action details.
- Filter your invoices by Unsent: On the Invoices dashboard, select the Unsent filter to locate invoices that have not been sent to clients yet.
- Select Send invoice: Select the invoice(s) you want to send to your client(s) and select Send invoice to deliver the invoice from Workiz.
- Select the Need invoices widget: From the Invoices dashboard, select the Need invoices widget to find jobs that still require invoices.
- Select Generate invoice: Select the job(s) you want to generate an invoice for and select Generate invoice to create invoices inside Workiz.
- Select Create X invoices: After choosing jobs in the Need invoices flow, select Create X invoices to complete batch invoice generation.
- Select Mark sent: If an invoice was sent outside Workiz, filter by Overdue or the relevant list, select the invoice(s), and select Mark sent to update their status.
- Select All time and choose a timeframe: Use the All time filter on the Invoices dashboard to narrow results by a specific timeframe when searching for invoices to remind.
FAQ for Workiz
How do I manually send a reminder for an overdue invoice?
On the Invoices dashboard, filter your invoices by Overdue, select the invoice(s) you want to remind, and select Send reminder.
Can reminders be automated so they send when an invoice becomes overdue?
Yes — the documentation notes that you can use Workiz Automations to automatically send reminders for overdue invoices and refers to the 'Sending automated reminders for overdue invoices' article for setup details.
What if I already sent the invoice outside of Workiz and don't want to remind the client again?
Filter your invoices by Overdue, select the invoice(s) you want to mark as sent, and select Mark sent to update the invoice status without sending another reminder.
What should I do if reminders are not being delivered?
First confirm the invoice is listed as Overdue and that you used Send reminder or an active automation; if the documentation does not resolve the delivery issue, consult the Workiz Automations article or contact Workiz support for channel-specific delivery diagnostics.
Common mistakes when using Workiz
Trying to send a reminder before filtering to Overdue invoices.
Apply the Overdue filter on the Invoices dashboard first so you select only overdue invoices, then select Send reminder.
Sending reminders for jobs that don't yet have invoices generated.
Open the Need invoices widget, select the job(s), select Generate invoice, and Create X invoices before sending reminders.
Marking an invoice sent in error and losing track of reminders.
If you accidentally marked an invoice as sent, locate it via All time and the appropriate timeframe, then unmark or re-open the invoice to resend using Send invoice or Send reminder as needed.
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