Customise your remindersYou can choose when reminders are sent and what the reminder email contains. You can have up to 5 reminders, so different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as gently frequently and as frequently gently as you choose. Remember—changes to a reminder apply to all customers who receive reminders. Customise You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders or Setup menu > Preferences > Emailing tab > Invoice Reminders).
— change a reminder — delete a reminder + Add reminder — set up a new reminder (maximum of 5).If you're UI Text Box |
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| Remember—changes to a reminder apply to all customers who receive reminders. |
Customise your reminder frequencyWhen changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.
Customise your reminder emailemailsTailor 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 Available tags are listed on the right of the New reminder window. So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's name and the customer's name in reminder email. Image Added This means each customer will receive an email with information relevant to them. All you need to do is write your email subject and message and use the tags to indicate , click where you want certain details a tag to appear, then click a tag to add it. When you're done, don't forget to click Save. Take a look: Image RemovedImage Added |