Module 6 of 12 · Contacts, inbox, forms and booking · Lesson 4 of 15

Set up a payment schedule with reminders

Add a monthly retainer or one-off payment to a client, choose who gets reminded, and mark payments as paid.

5 minIntermediateFor: Agency owner or managerLast checked 14 Nov 2026

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The written steps below are complete. The Video script tab shows exactly what the video will cover.

A payment schedule records what a client owes and when. It reminds you, and optionally the client, until the payment is marked paid, and keeps a history of every payment.

By the end you can

Add a recurring or one-off payment schedule
Choose owner and client reminders
Mark a payment as paid

Screens used

Contacts, one contact

Steps

1
Open the client
On: /contacts
Open the contact and find Payment schedules.
You should see: "No payment schedules." or a list of existing ones.
2
Add a schedule
On: Contact page
Press Add schedule. In What's it for? type a name such as "Monthly SEO retainer". Enter the Amount and Currency.
You should see: A form titled "Add payment schedule".
3
Choose the cadence
On: Contact page
Under Cadence choose Monthly, Weekly, Quarterly, Yearly or One-off. For monthly choose the Day of month; days 29 to 31 move to the month's last day where needed. Set the First due date.
You should see: The cadence and first due date are set.
4
Choose the reminders
On: Contact page
Under Reminders tick Email me daily until paid. Tick Email the client too only if the client should receive a reminder, and add Custom message to client (optional) with your payment instructions.
You should see: The reminder boxes match what you want.
5
Save and watch it
On: Contact page
Save the schedule. In the Contacts list the row now shows Next: with the date, Due today or Overdue.
You should see: The schedule is listed on the contact page.
6
Mark it paid
On: Contact page
When the money arrives press Mark paid on the schedule.
You should see: The payment appears under Payment history and reminders stop until the next due date.

Tips

Cancel schedule stops the reminders but keeps the history. Delete removes the schedule; payment history is kept.
ItzSEO does not take the payment. It tracks and reminds.

Troubleshooting

"Amount must be a positive number.": Type digits only, without a currency sign or commas.
"That 'Paid on' date doesn't look right. Use the picker.": Choose the date from the calendar instead of typing it.
The client says no reminder arrived.: Check the email address on the contact, and that the reminder boxes on the schedule are ticked.