Skip to main content

How to Streamline Payments with Automated Invoice Reminders

Updated over 6 months ago

What's New?

  • Create multiple reminders with ease by adding new ones and conveniently toggling them on or off as needed.

  • Delete a reminder if needed

  • Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date

How to use it?

  • Go to Settings within Invoices

Screenshot 2024-06-12 at 14
  • Click on Reminder Settings

Screenshot 2024-06-12 at 14
  • Configure below details for every reminder:

  1. Reminder Name

  2. Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!

  3. Edit the Subject of your email

  4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]

  5. Set Maximum reminders to limit when the reminder will stop to go

Screenshot 2024-06-12 at 14
  • Click on Add New Reminder to add another reminder

  • Delete a reminder if needed or just turn it off using a toggle

Did this answer your question?