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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 (coming soon).
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.
Set up invoice reminders for all customers
Turn on invoice reminders for all of your customers. Here's how:
Go to your dashboard and select Reminders settings. The Invoice and quote settings page appears.
Click Reminders settings. The Reminders window appears.
Select the option Send invoice reminders.
Select the option All customers.
- 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
You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.
Go to your dashboard and select Reminders settings. The Invoice and quote settings page appears.
Click Reminders settings. The Reminders window appears.
Select the option Select customers.
- 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
- From the Contacts menu, choose View contacts.
- Click a contact.
- Click the Reminders settings tab.
- Select the option Send Invoice reminders to this customer.
- Close the Reminders window.
- Repeat these steps for other customers you'd like to send reminders to.
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.
How do invoice reminders look to your customers?
When you enable invoice reminders, your customer will receive an email reminder on the days you've specified in your settings.
Here's what these emails will look like:
Summary of unpaid invoices (coming soon)
We're currently working on this feature so it's not available yet. Keep your eyes on this page to see when it goes live.
When you enable this feature, your customer will receive a list of their unpaid invoices in one place.
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.
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