This article describes how to send reminders manually. Click here to learn how to use our automatic reminders.
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
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.
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.
note: The reminder text can be changed at Settings – Document Settings - Email settings. A sent reminder also appears in the Timeline