Pendulum runs the reminder cron once a day. Any unpaid invoice past its due date is checked against your cadence; if a step matches, Pendulum sends the email and records it so the same step never sends twice.
Default cadence
A fresh install starts with three steps:
- Step 1: 3 days after due
- Step 2: 7 days after due
- Step 3: 14 days after due
Edit any of those, add more, or disable steps you do not want.
Adding and removing steps
- Open the Reminders tab in the Pendulum app.
- Click Add step to append a new row.
- Set the step number, days after due, and whether it's enabled.
- Pick which template that step uses (see the Templates column).
- Click Save.
Maximum 10 steps. Most merchants run 3 to 5.
Template inheritance
If you assign a template to step 1 and leave steps 2 and 3 unset, all three steps use that template. The cron walks backward from the current step to find the most recently assigned template. Useful if you only want to write one piece of copy and have the whole cadence share it.
If you want different copy per step (friendly for step 1, firmer for step 3), assign a specific template to each step.
Pausing reminders globally
At the top of the Reminders tab is a Pause reminders checkbox. This is a global kill switch.
- When paused, the daily cron skips every invoice. No emails go out.
- Manual Send reminder clicks from the Invoices tab also refuse to fire.
- A warning banner appears on the home dashboard and at the top of the Reminders tab so the paused state is impossible to forget.
Sending a reminder manually
Open the Invoices tab, find the row, click Send reminder. Sends the next step in your cadence to that customer immediately. There's a 60-second cooldown per invoice to prevent accidental double-sends.
Who Pendulum will not send to
Two automatic skips:
- A customer whose previous email hard-bounced or generated a spam complaint. See Bounces & spam complaints.
- An invoice with no customer email captured (some draft orders).