Automate payment reminders, improve cash flow, and streamline invoicing with a customizable system tailored to your business needs.


Add only the tracking and reminder features you need for your invoicing process. Refine or expand your system as your workflow evolves—no code needed.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your invoices.
Set up a branded portal for clients to view, manage, and receive automated invoice reminders. Control access and permissions effortlessly.
Clients can view invoices and receive reminders on any device. Your billing portal is mobile-ready from day one.
Clients can view invoices and receive reminders on any device. Your billing portal is mobile-ready from day one.
Connect with your existing tools to automate invoice reminders and payment updates, eliminating manual follow-ups.
Provide different logins for clients, finance staff, or managers. Each group gets a tailored dashboard with the info they need.
Control who can view, send, or manage invoices and reminders. Set detailed rules for every user group.
Protect sensitive billing information. Softr is compliant with SOC2 and GDPR regulations for peace of mind.
Let teams ask AI about invoice status, due dates, or payment history—get instant answers right in your invoicing system.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Set up your invoice reminder system in minutes with templates—no coding or design needed.
Add payment tracking, automate reminders, or adjust workflows as your billing needs change.
Manage reminders, invoices, and client records—all in one place, without extra tools or logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An invoice reminder system is a secure online platform where customers can log in to view their invoices, receive automated reminders for upcoming or overdue payments, and track payment history. It centralizes all invoice communications and notifications, so you don’t have to rely on manual follow-ups or scattered email threads. This helps both your team and your customers stay organized and on top of payment deadlines.
Softr makes it easy to create an invoice reminder system that works seamlessly with your existing processes. You can connect your current data sources—like Airtable, Notion, or other databases—and set up a system where customers log in, see their outstanding invoices, and get automatic reminders when payments are due. There’s no coding required, so you can start with a template or build your system from scratch, control who sees what, and brand it with your company’s identity. It’s quick to launch, easy to update, and flexible enough to handle your evolving invoicing needs.
You can include a variety of features in your invoice reminder system, depending on your workflow. Some of the most common options are:
\- Secure user logins – so each customer can access their own invoices and payment status
\- Automated email reminders – to notify customers about upcoming or overdue payments
\- Custom dashboards – to display outstanding, paid, and overdue invoices
\- Payment tracking – to monitor the status and history of each invoice
\- File uploads and downloads – so customers can access invoice PDFs or upload payment confirmations
\- Search and filters – to help customers quickly find specific invoices
\- Tables and detail views – to display invoice data clearly
\- Custom forms – for customers to submit questions or update payment info
\- Permissions and roles – so only authorized users see sensitive invoice details
All features are created using Softr’s drag-and-drop tools, making it easy to tailor your system to your invoicing process. You can always add new features or update the system as your needs change.
No coding is required. You can build your entire invoice reminder system using Softr’s visual editor. Every aspect—from the layout and branding to user permissions—can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within one invoice reminder system. Each user will only see their specific invoices and payment reminders, based on their login and role. This is especially helpful if you work with several clients or departments and want to keep all invoice tracking organized in a single place.
Softr supports a wide range of data sources for your invoice reminder system. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to one source. You can integrate multiple data sources into your invoice reminder system and display them together—so you might pull invoice records from Airtable and payment statuses from Google Sheets. Most sources support real-time, two-way sync, so updates in your system or data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your invoice reminder system. You can customize the layout, navigation, and content to fit your company’s workflow and branding. Each page or block can be hidden or shown based on who’s logged in, so every user only sees invoices and reminders relevant to them.
You can also set up different user roles, such as client, admin, or finance team—and define exactly what each role can view or modify. For instance, clients can see only their own invoices and reminders, while internal team members can manage all records. You can also create personalized dashboards by filtering data for every logged-in user.
This level of customization is especially helpful when managing multiple clients or teams, keeping the experience secure, streamlined, and tailored for everyone involved.
Yes, you can. You don’t need to already have your invoice data in another system to get started with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates smoothly with your invoice reminder system.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. You can even use the REST API connector to bring in data from other sources. This gives you full control over how your invoice and payment data is structured and displayed in your reminder system.
Yes, you can fully white-label your invoice reminder system in Softr. You can use your own logo, brand colors, fonts, and a custom domain to make the system feel like a true extension of your company. All Softr branding can be removed, ensuring that your clients only see your business’s identity throughout their experience with the invoice reminder system.
Absolutely. Softr gives you plenty of flexibility to design and lay out your invoice reminder system just how you want. You can adjust colors, fonts, spacing, and page structure to match your brand. You have control over the layout of every page, where different sections appear, and what users see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show lists of outstanding invoices or payment statuses
\- List or Card blocks – to highlight important notifications, upcoming due dates, or client contact information
\- Detail View – to show a specific invoice or client’s payment history
\- Forms – to collect payment confirmations or update contact details
\- Charts – to visualize payment trends or overdue amounts
\- Calendar blocks – to show invoice due dates or payment schedules
And if your needs change, you can easily update the design and content in the visual builder anytime.
Softr is designed with security in mind. All data in your invoice reminder system is encrypted in transit (TLS) and at rest, and your solutions are hosted on secure, reliable infrastructure. You have full control over who can view or manage invoices and reminders through role-based permissions, user management in your data source, visibility rules, and global restrictions, helping you safeguard sensitive payment information at every level.
If your invoice reminder system connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t keep your data—it simply displays it securely in real time according to your access rules. You always control your data and who can access or update it.
Softr also follows best practices for authentication, access control, and platform monitoring to protect your financial information.
You can get started for free. Softr’s Free plan allows you to publish one invoice reminder system with up to 10 users and 2 user groups, and works with popular data sources like Softr Databases, Airtable, Google Sheets, and more.
If your invoice reminder system needs to support more users or advanced features, you can review the paid plans for additional options: <http://softr.io/pricing>
Softr is built to make it easy to create full-featured, user-facing apps—like invoice reminder systems, CRMs, and internal tools—without any coding. What sets Softr apart is how quickly you can go from idea to a working solution, and how easily it connects to your existing data sources.
While some no-code tools focus on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is aimed at non-technical teams who want control over layout, user experience, and permissions. You can build on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded systems that clients or your team can log into.
Everything is customizable visually—from content and design to user access. With built-in features like roles, forms, conditional logic, and API access, you don’t have to piece together multiple tools to create a polished invoice reminder system.
Yes. Softr offers a wide variety of integrations so you can connect your invoice reminder system to other tools you use. You can automate reminders, sync with payment gateways like Stripe, and use automations with Zapier, Make, or N8N. Softr also supports REST APIs and webhooks for advanced workflows.
Whether you need to trigger reminders, send data to accounting software, or update records based on user activity, you can automate these processes within your invoice reminder system—no coding required.