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

MOBILE APP

  • Find an unpaid invoice and click on it. Invoice details appears
  • Click on More … 
  • Select Send reminder from 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: The reminder text can be changed at Settings – E-mail 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
  • Choose from one of our reminders. If the client has an e-mail 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 - E-mail settings.  A sent reminder appears also in the Timeline


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