You can send reminders for unpaid invoices automatically in a given period with pre-defined texts. You can change the pre-defined message texts at Settings - Client communication - Reminders
Note: Automatic reminders are sent by our server using your email settings on the website. You can tell if a reminder has been sent by looking at History and events
MOBILE APP
Navigate to ⚙️ Settings - Client communication - Automatic reminders
Switch on Send payment reminders to activate this feature. Once turned on, reminders will be sent as scheduled
Click on the + symbol in the upper right corner to create a new reminder rule
Select the document type (Invoice, Estimate, Pro forma) you wish to send a reminder for
Choose when to send a reminder: before, after or on the due date and select the number of days
You can choose a message type by clicking on the smiley face and change it according to your needs. You can use the smart #tags# as well
Click Save to create the new reminder rule
WEBSITE
Switch on Send payment reminders to activate this feature. Once turned on, reminders will be sent as scheduled
Click on New reminder button to create a new reminder rule
Select the document type (Invoice, Estimate, Pro forma) you wish to send a reminder for
Choose when to send a reminder: before, after or on the due date
Enter the number of days
You can choose one of the pre-defined reminder messages and change them according to your needs. You can use the smart #tags# as well
Click on Save to create the new reminder rule