Send retainer payment reminders to clients and team

Your retainer rows often miss client reminders, causing late payments and extra collection work. Improve on-time receipts by sending due-date emails to clients ahead of the payment date.

Overview

Late retainers tie up cash and create repetitive collection work; this flow automatically sends branded reminder emails and attaches payment instructions to clients while copying billing staff. That reduces manual outreach and improves on-time receipts within your configured reminder window.