BusinessDownload
Monthly Client Statements
On the day you choose each month, emails every client who owes you a statement of their open invoices, and sends you the totals
£25.00£28.00reduced from £28.00
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Payments on Account Reminders
Reminds each Self Assessment client what they owe HMRC before 31 January and 31 July, with the amount and their payment reference
£19.00
How you’ll receive this product
Available to download as soon as your payment is confirmed
This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.
You receive
- Payments on Account Reminders — payments-on-account-reminders.zip
- Secure Stripe checkout — we never see your card details
- Your files appear on your order page the moment payment clears
About this product
You work out what each client owes when you do their return. Then, months later, they forget. This reminds them.
You keep one row per client: what they owe on 31 January - the balancing payment plus their first payment on account - and their second payment on account on 31 July, with their payment reference if you have it. Twenty-one days before each date they get a reminder with the amount, the reference and the GOV.UK page to pay on. Seven days before, a final reminder that mentions HMRC's interest on late payment.
31 January 2027 is a Sunday and 31 July 2027 a Saturday; the reminders say so and suggest paying by the Friday. If a date passes and you have not marked it paid, you get one email listing who.
It is a reminder system, not advice: it works out dates from what you put in the sheet, using the rules as they stood in September 2026. You remain responsible for your filings. When a rule or rate changes, the setting that holds it is on the Settings tab.
Features
- Reminders 21 and 7 days before 31 January and 31 July - both yours to change
- The amount, the payment reference and where to pay, in every reminder
- Warns the client when the date falls on a weekend
- Tells you who has not been marked paid, the day after
- A client with nothing to pay is never emailed
- Every message is recorded against the client, the deadline and its date, so nothing is sent twice and next quarter's reminders are new ones
- Starts in test mode - everything comes to you until you say otherwise
- Warns you when a deadline lands on a weekend or bank holiday, and names the working day before
- The wording lives on a tab in the sheet, so you change it without touching code
- Runs inside your own Google account. No client data is sent to us or to anyone else
Product questions
No. It works out the deadlines and sends reminders. It does not submit anything to HMRC or Companies House - you or your clients still do that.
A Google account - a free Gmail account works, and so does Google Workspace - and Google Sheets in your web browser. Nothing is installed on your computer.
Open a new Google Sheet, go to Extensions > Apps Script, paste in the script from your download and run install once. It builds the tabs, the settings and the daily schedule for you. The setup guide shows every click.
No. Test mode is on when you install it: every message comes to you first, marked [TEST], with a line saying who it would have gone to. You switch test mode off in the Settings tab when you are happy with it.
Google asks you to approve any script that reads your sheet or sends email from your account. Because the script runs in your own account rather than as a published app, Google shows its standard warning screen. The setup guide explains each button.
No. Everything stays inside your own Google account. The script cannot contact any other website, and we never see your sheet or your emails.
It stops at 50 a day unless you change that in Settings. Google's own limit is about 100 recipients a day on a free Gmail account and 1,500 on Google Workspace.
No. You pay once. It runs on Google's free Apps Script service in your own account, so there is nothing to renew.
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