Looks like you're in United States. See Chippie for United States, with local pricing and tax.

Home
Help docs
Invoicing and payments

Chippie help docs

Payment reminders

Have Chippie email clients about unpaid invoices on a schedule you set, asking you first or sending on its own.

Contents

Chippie can email your clients about unpaid invoices for you. It's part of the Pro plan and is off until you turn it on.

Turning it on

Open Settings and go to the Invoicing tab.
In the Payment reminders card, switch on Send payment reminders.
Choose how reminders go out:
- Ask me first: due reminders wait for you. Chippie lets you know once a day, and you send or skip each one.
- Send automatically: each reminder goes out on its day without asking you.
Pick the send time (your local time) and whether to skip weekends.
Check the reminders. There are three to start: 3 days before the due date, 7 days overdue and 14 days overdue. You can change the timing and wording, add up to six, or untick one to stop it. Click Preview to see one as your client will read it.
Click Save reminders.

You can use {client_name}, {invoice_number}, {amount_due}, {due_date}, {days_overdue} and {business_name} in the subject and text; Chippie fills them in for each invoice.

What gets a reminder

Every invoice that has been sent and isn't paid yet, with a due date and a client email address. Each reminder goes once per invoice. If several fall due on the same day, only the latest is sent. Invoices the client has marked as paid get none.

A reminder is your invoice email: the same PDF and pay link, with the reminder's wording.

Approving reminders

With Ask me first, open the link in the daily notification, or N payment reminders waiting for you at the top of the Invoices page. Send or skip each reminder, or click Send all.

Stopping reminders for one invoice or client

One invoice: open the invoice and switch on Pause for this invoice in its Payment reminders card. The card also shows the next reminder and every reminder already sent.
One client: open the client and tick Don't send automatic payment reminders to this client.

More help docs

Getting started with Chippie Set up your Chippie account, add your first client, and send your first quote from your phone in about ten minutes.
Managing clients Add clients one at a time or bulk import a messy contact list, and keep every quote, job and invoice for a customer in one place.
Your public profile page A free web page for your business with a request-a-quote form, ready to share on Facebook, Google or in a text when you can't take a call.
Your logo, licences and business numbers on documents Add your logo, licence numbers and ABN or company number once, and they print on every quote and invoice. What shows where.
Quote, job and invoice numbers Every quote, job and invoice is numbered for you. How to set where numbering starts, for example to carry on from your old system.
Changing your region or tax registration Your region sets your currency, tax, date format and bank fields. What changes when you switch region, or register or deregister for GST or VAT.
Creating your first quote Build a quote with line items, choose what the client sees, and send it as a branded PDF with an online acceptance link.
From quote to job What happens when a quote is accepted, why the job is created automatically, and why the job keeps the details as they were agreed.
From job to invoice The invoice is drafted the moment a quote is accepted and becomes ready to send when the job completes, so invoicing is never a separate chore.
Sending and tracking invoices Email a PDF invoice from your phone, give the client a secure view link, and track the payment from submitted to confirmed to paid.
Taking payments Accept bank transfer, cash, or card payments through Stripe, and record every payment against the invoice so paid means paid.
Bank details on your invoices Add your bank account once in Settings and every invoice shows it, so clients can pay by transfer. Where to enter it, and where it appears.
Connecting Xero Push your clients, invoices and payments from Chippie to Xero automatically, with paid status flowing back. How to connect, which accounts to choose, and what syncs.
Scheduling jobs Put site visits and work sessions on the built-in calendar, colour-coded by type, with plain-language next times on every quote and job.
Recurring jobs Set up repeat work once and Chippie generates the next job on schedule, with calendar placement, so regular clients never fall through the cracks.
GST on quotes and invoices GST calculates automatically on every line-item quote and invoice, with per-item GST-free toggles, your ABN on the invoice, and a BAS-readiness view.
What Chip AI does (and won't do) Chip reads your business data, drafts admin behind an approval card, and polishes wording. It never invents a price and never writes without your tap.
Chippie MCP server: connect Claude or ChatGPT Ask your own AI assistant about your quotes, jobs and invoices. How to connect Claude or ChatGPT to Chippie's MCP server, what each permission allows, and how to disconnect.
SWMS (Safe Work Method Statements) Build a SWMS by ticking the hazards for the job, get the crew to sign on site, and finalise it into a signed PDF kept in your document vault. On every plan, including free.
Exporting all your data Download every record and file your business keeps in Chippie, as spreadsheets and JSON, on every plan.

Stop doing this in a spreadsheet

Chippie does the quoting, the invoicing and the GST maths for you.

Have a play

Free up to 20 jobs a monthWorks on any phone

Setting up your demo