How to add an Overdue Reminder using the Web App
You can remind your customers of outstanding payments and overdue invoices with Bookipi Invoice.
Learn how to add overdue reminders to invoices on Bookipi Invoice web v2.
There are two ways to turn on 'invoice due' reminders
Turn on invoice due reminders when creating an invoice
Step 1: Go to the 'Invoice' category.
Click on the 'Invoice' category in the Dashboard or the Documents tab.
Step 2: Select ‘+Create’.
Select 'Create' to begin your Invoice.
Step 3: Enter all invoice details including customer name and item/s.
Step 4: Select 'Edit' on the 'Overdue reminders are currently off option.
Step 5: Customise when you would like overdue reminders to be sent.
You can select any and multiple options: 'on due date', 'after 3 days', or 'after 7 days'.
Step 6: Select 'Continue' to save your changes.
Your invoice will now send an overdue reminder to your customers on your preferred date reminder setting.
Turn on invoice due reminders from Settings
Step 1: Select your Business icon on the top right.
Click your Business icon in the left-hand panel of your screen.
Step 2: Select ‘Settings’.
Select ‘Settings’ from the drop-down options.
Step 3: Click ‘Services’.
Select the 'Services' tab.
Step 4: Set the Overdue Reminder date.
Customise when you would like overdue reminders to be sent. You can select any and multiple options: 'on due date', 'after 3 days', or 'after 7 days'.
Once you have turned the toggle on, any overdue reminders will automatically apply to any new invoices that you create.
Although you have made these changes in the Settings section, you can still directly customise the options on individual invoices.
Please note that the Overdue Reminder feature is exclusive to the Invoice category and is not yet available for any other categories.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Send invoices anytime, anywhere by downloading Bookipi Invoice mobile app and check out our mobile app guides.