How to Create Automated Invoice Reminders

Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.

Now you can:
  • Set up multiple reminders by adding new reminders and simply enabling / disabling them using a toggle.
  • Delete a reminder if you want to.
  • Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date.

How to use?

  • Go to Payments > Invoices > Cog Icon ( Settings )

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  • Click on Reminder Settings

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  • 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.
  3. Edit the Subject of your email
  4. Set reminder frequency:
    1. Every [ X Number of ] [ Days - OR - Months - OR - Hours ] > [ After - OR - Before ] > [ Invoice Due Date - OR - Invoice Sent Date ]
  5. Set Maximum reminders to limit when the reminder will stop being sent.

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  • Click on "Add New" Reminder to add another reminder.
  • Delete a reminder if needed or just turn it OFF using the toggle on the right side.