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Get money in your pocket faster by notifying your customers to pay invoices that have been emailed to them. There are two ways to gently prod your customers in Essentials – invoice reminders and unpaid invoice summaries.

What's the difference? Invoice reminders allow you to choose when you want your customers to receive reminders on individual invoices. Unpaid invoice summaries contain a list of outstanding invoices that a customer will automatically be sent monthly.

You can turn reminders on for all customers then, if you like, turn it off for some customers. Or, you can turn on invoice reminders for selected customers.

See how invoice reminders will look to your customers.


Set up invoice reminders for all customers

Set up invoice reminders for all customers

Turn on invoice reminders for all of your customers. Here's how:

  1. Go to your dashboard and select Reminders settings. The Invoice and quote settings page appears.



  2. Click Reminders settings. The Reminders window appears.

  3. Select the option Send invoice reminders and Send unpaid invoice summary.

  4. Select the option All customers beneath each option.

  5. Close the Reminders window.

Invoice reminders will now be sent to all customers who have been emailed invoices. If you don't want to send reminders to some customers, you can turn off reminders for them in their customer record.

To turn off invoice reminders for all customers, repeat these steps and deselect the option Send invoice reminders.

Set up invoice reminders for selected customers

Set up invoice reminders for selected customers

You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.

  1. Go to your dashboard and select Reminders settings. The Invoice and quote settings page appears.

  2. Click Reminders settings. The Reminders window appears.

  3. Select the option Select customers beneath the reminders you want to send.

  4. Close the Reminders window.

Once you've turned on this option, you'll need to manually turn reminders on for each customer in their customer record as shown in the next task.

Set up invoice reminders for a single customer

Set up invoice reminders for a single customer

  1. From the Contacts menu, choose View contacts.
  2. Click a contact.
  3. Click the Reminders settings tab.
  4. Select the option Send Invoice reminders to this customer.
  5. Close the Reminders window.
  6. Repeat these steps for other customers you'd like to send reminders to.
Customise your Reminder message and when reminders are sent

Customise your reminder message and when reminders are sent

Customise when reminders are sent

Choose when you want to send reminders to customers. All you need to do is go to your reminders settings and at the bottom of the pop up, select Add reminder.

From here, choose how many days before or after your invoice due date to send your reminder.

NOTE: You can create a maximum of 5 reminders.

Customise your reminder message

Tailor your reminder emails with tags.

Tags (the buttons on the right side of the popup) will retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. That means each customer will receive an email with information relevant to them.

All you need to do is write your message and use the tags to indicate where you want certain details to appear.

Got feedback on invoice reminders?

We're keen to hear from you about how we can improve invoice reminders. Just click the feedback link in the Reminders window and tell us what you think.

Submit feedback on invoice reminders in the Reminders window