Auto Reminders for Invoices

In Bill.com, it's easy to establish auto reminders to let customers or clients know when an invoice is either past due or is coming up as due. Establish templates for up to three auto reminders and set them up to go out at the time most appropriate.

Setting up auto reminders

  1. Click the gear icon
  2. Under Receivables, click Auto Reminders
  3. Select which reminder to edit:
    • First
    • Second
    • Third
  4. Click the Edit icon
  5. Edit the following:
    • Enable the reminder by checking the box next to Email the customer
    • Determine how many days before or after the invoice due date the reminder should be sent
    • Determine the user the reminder should come from
    • Use our Subject line or edit it to preference
    • Edit the body of the letter to preference
    • On the right hand side, there are options in the drop down to enter coding that will auto populate fields from the invoice
  6. Click Save

To turn off auto reminders

  1. Click the gear icon
  2. Under Receivables, click Auto Reminders
  3. Select which reminder to disable
  4. Click the Edit icon
  5. Uncheck the box next to Email the customer
  6. Click Save

Things to know

  • We will send up to 3 reminders
  • By default, auto reminders are off and set to 30, 60 and 90 days
  • Reminders are sent to invoices that have more than $0 due, including partially paid invoices
  • The maximum amount of characters allowed in the template is 2,000
  • Auto reminders are sent, even if an invoice has not been emailed to a customer, in the following scenarios:
    • Add additional contacts to customer records
    • Send a note to the customer

If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.