Adding automatic reminders to the invoice
When creating invoice or editing an invoice automatic reminders can be added from the “Create Invoice” page.
Click on the “More Options” button and choose the “Discount & Deposit” tab .
- In order to schedule sending one or more email reminders to a client until he pays the invoice, follow these directions.
- Automatic reminders are not sent once the invoice is paid. If payment is not received the system will send individual emails at the scheduled times.
- Choose the “Time To Send” From :
- On issue date
- On invoice date
- On due date
- Before invoice date (in days)
- After invoice date (in days)
- Choose the email template
- The Email template can be edited using the Edit button
- The reminder can be removed by using the red delete button
Contact us if you have an issue or more Questions.