CakedeskC
Cakedesk
Aug 14

Payment Reminders & Overdue Notices

It would be super helpful if the software could also create and send payment reminders or overdue notices, so we can easily follow up with clients who haven’t paid yet, without having to use a separate tool.
PendingPending

Aug 15, 2025

@Jess Wall thanks for the feature request, that's a great idea! Are you currently using a separate tool for payment reminders? Or do you just mean using an email app or something like that?

Aug 18, 2025

Max I currently use InDesign for that kind of correspondence. Fortunately, I don’t have to send payment reminders very often, but it might be quicker and more convenient if I could do it directly in Cakedesk :)

Aug 18, 2025

Jess Wall thanks for getting back to me! I see, that means you're currently sending payment reminders as PDF or physical mail, correct? I assume this is the same functionality you would need from Cakedesk? Or would a payment reminder email be sufficient?

Aug 18, 2025

Max Yes, exactly. I usually export it as a PDF and then send it by email. I prefer the PDF version because it includes my letterhead and styling, which makes it feel a bit more official.

Aug 18, 2025

Jess Wall that makes sense, thanks for letting me know!