Payment reminders and tax set-aside

Handl can chase overdue invoices for you automatically, and help you keep a running sense of how much of what you've been paid you should be setting aside for tax.

Turn on reminders for a project in its settings to enable automatic reminder emails around an invoice's due date.
Reminders are scheduled relative to the due date — some before it as a friendly nudge, others after it if payment is overdue — and can be customised per project or client.
Separately, set up a tax set-aside rule from Settings to get a prompt every time a payment comes in, suggesting how much of it to put aside for tax — either based on the actual tax charged on the invoice, or a flat percentage of what was paid.
You'll see this as a notification (and alongside your regular payment notification) each time a payment succeeds, along with a running total for the quarter.

Good to know

Payment reminders are off by default per project — turn them on deliberately if you want Handl to email clients automatically.
Tax set-aside is a reminder only — Handl doesn't move or transfer any money on your behalf; you still need to transfer the suggested amount yourself, wherever you keep it.
The wording adapts to your region — Australian agencies see GST-focused language, US agencies see sales tax language, and other regions get general tax-time wording.

FAQs

Will Handl automatically set aside money for tax?
No — it only prompts and tracks a suggested amount; moving the money is up to you.

Can I turn reminders off for a specific client?
Yes — reminder settings can be overridden at the project or client level.

How often will a client get a reminder for the same overdue invoice?
Reminders are throttled so a client won't be emailed about the same invoice more than once within a short window.