This article describes how to send reminders manually. Click here to learn how to use our automatic reminders.

MOBILE APP

  • Find an unpaid invoice and click on it. Invoice details appear
  • Click on More … 
  • Select Send reminder from the list
  • Choose a reminder by clicking on a smiley
  • Reminders are pre-defined and already contain the information about invoice number and due payment. You can edit the text
  • Click Send
  • A new window appears. If the client has an email address added, it will be used automatically
  • If you wish to send the reminder now, click Send

note: You can change the reminder text at Settings – Email templates & settings. 


WEBSITE

You can send a reminder from a preview or from the invoice list with a bell icon

  • In the invoice list or in the invoice preview click on the bell icon
  • A “Send reminder” window appears
  • Please choose from one of our reminders. If the client has an email address added, it will be used automatically
  • You can change the text or subject.
  • Press Send

note: The reminder text can be changed at Settings –  Document Settings - Email settings.  A sent reminder also appears in the Timeline


Did this answer your question?