Customise when Reminders are sentChoose 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. Image Removed From hereyour remindersYou can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose. You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders). Image Added Image Added — change a reminder Image Added — delete a reminder + Add reminder — set up a new reminder (maximum of 5). 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. Image Added Customise your reminder .NOTE: emailsTailor your reminder emails with tags. Tags retrieve information from each invoice, so you can create a maximum of 5 reminders. |