Set up invoice reminders for all customers

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

1. Go to the Settings menu and choose Invoice and quote settings.

2. Click the Reminders tab.
   

3. Select Reminders settings. The Reminders window appears.

4. Select the option Send invoice reminders.

5. Select the option All customers.
   

6. Close the Reminders window.

Now invoice reminders will be sent to all customers. If you don't want to sent reminders to certain people, you can turn off reminders for them specifically by visiting their contact cards.

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

You can also send reminders to a select group customers. The few people you choose will receive reminders from you. First, you'll need enable the reminders feature by following the steps below. Then, you'll need to turn on reminders in the individual card files of your customers.

1. Go to the Settings menu and choose Invoice and quote settings.

2. Click the Reminders tab.
   

3. Select Reminders settings. The Reminders window appears.

4. Select the option Select customers.
   

5. Close the Reminders window.

Once you've enabled this option, you'll need to manually turn reminders on for each customer in their contact card by following the steps below.

Set up invoice reminders for a single customer

1. Go to Contacts.
2. Click View contacts.
3. Select a contact.
4. Click the Reminders settings tab.
5. Select the option Send Invoice reminders to this customer.
6. Close the Reminders window.

Repeat these steps for the rest of the customers you'd like to send reminders to.