Chapter 6 of 10 · Updated 23 September 2026

Email reminders

SubDesk emails you before money leaves, on a schedule that runs on the server in your own time zone, so nothing depends on the app being open.

The Reminders page has one switch, the lead times per kind of record, the Upcoming emails list, and the Sent log. Send test email shows you what one looks like.

The Email reminders page: the switch, lead times per kind, upcoming emails and the sent log
Email reminders
Kind of reminderWhen it is sent
Subscription renewal7 and 3 days before the next charge
Card expiry (Plus, Pro)30 and 7 days before the card's expiry month
Warranty end30 and 7 days before it ends
Policy renewal or end60, 30 and 7 days before
Cancellation deadline (Plus, Pro)14, 7 and 1 day before the last day to cancel in time
Client bill (Pro)Before you pay for a service you rebill, so you invoice first

Each kind can be ticked on or off. There is no count of emails on any plan: every plan is emailed before everything it tracks, and each renewal, expiry or end date gets one email per lead, never two.