Reminders for Invoices

In, it's easy to establish auto reminders, or to send a manual reminder, to let customers or clients know when an invoice is either past due or is coming up as due.

Setting up auto reminders

Establish templates for up to three auto reminders and set them up to go out at the time most appropriate.

  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

Turning 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

Sending a manual reminder

  1. From the left navigation pane, click Invoices
  2. Click the invoice #
  3. Click Send reminder
    Send reminder
  4. Click Send

Things to know

Auto reminders

  • We will send up to 3 auto reminders
  • By default, auto reminders are off
  • When turned on, by default, auto reminders are 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

Manual reminders

  • By default, all contacts listed on the customer's record will receive the reminder email
  • To remove any contacts from the reminder email, delete them from the Email field before clicking Send
  • To add additional contact to the reminder email, add them to the Email field with a comma separating each email address

If you do not see the described feature available in, 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 and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.