WEBSITE

  • Go to Settings - Document settings - Automatic reminders

  • Switch on Send payment reminders to activate this feature. Once turned on, reminders will be sent as scheduled

  • Click on New reminder button to create a new reminder rule 

  • Select the document type (Invoice, Estimate, Pro forma) you wish to send a reminder for

  • Choose when to send a reminder: before, after or on the due date

  • Enter the number of days

  • You can choose one of the pre-defined reminder messages and change them according to your needs. You can use the smart #tags# as well
    (You can change the pre-defined messages at Settings -Documents Settings - E-mail settings) 

  • Click on Save to create the new reminder rule

MOBILE APP 

  • Navigate to Settings - Automatic reminders 

  • Switch on Send payment reminders to activate this feature. Once turned on, reminders will be sent as scheduled

  • Click on the + symbol in the upper right corner to create a new reminder rule 

  • Select the document type (Invoice, Estimate, Pro forma) you wish to send a reminder for

  • Choose when to send a reminder: before, after or on the due date and select the number of days

  • You can choose a message type by clicking on the smiley face and change it according to your needs. You can use the smart #tags# as well
    (You can change the pre-defined messages at Settings - E-mail templates & settings ) 

  • Click Save to create the new reminder rule


Please note: Automatic reminders are sent by our server using your email settings on the website. You can tell if a reminder has been sent by looking at the Timeline.

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