Payment Reminders & Receipts

Last updated March 13, 2026

Payment Reminders & Receipts

JourneyFuse can send branded emails to your clients for payment reminders and receipts. These are triggered from the invoice page and use your workspace's branding automatically.

Sending a Payment Reminder

For Split Invoices (Per-Traveler)

When an invoice has traveler shares, each traveler row in the shares table has a Send Reminder action. Clicking it sends a branded email to the client that includes:

  • The traveler's name
  • Their outstanding balance
  • A direct link to the traveler's personal invoice page

This is useful when one traveler has paid but another hasn't — you can remind just the person who still owes.

For Standard Invoices

Use the Send Invoice button on the invoice detail page to email the full invoice to your client. This marks the invoice status as Sent and delivers a branded email with a link to the public invoice page.

Automatic Payment Receipts

When a payment is recorded, you can send a receipt email to the client. The receipt includes:

  • The payment amount
  • The traveler's name (if the payment is assigned to a specific traveler)
  • The remaining balance after the payment
  • A link to view details on the public invoice or traveler share page

Receipt emails are sent through the same branded email system as reminders.

Email Branding

All payment emails — reminders and receipts — use your workspace branding:

  • Agency name in the email header
  • Logo displayed at the top (if configured)
  • Accent color applied to the call-to-action button
  • Professional template wrapper with consistent styling

Configure your branding in Settings > Workspace (logo, accent color, and agency name).

What the Client Sees

The links in reminder and receipt emails take the client to a public page — no login required. The page shows:

  • Amount owed or share balance
  • Full payment history for their portion
  • Your agency's branding and contact information
  • A Paid in Full badge when the balance reaches zero

Related

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