Pocomos Help Center

Automatic Invoice Alerts

Written by Lance Wight

Updated over 3 years ago

If you have problems getting paid from customers on time and don't like to follow up with individual customers, our automatic email and SMS invoice alerts will save you a lot of time and help you get paid quicker, especially paired with our Quick Payment page.

Watch This Video to Learn How to Set Up Automatic Invoice Alerts So You Can Save Time and Get Paid Quicker

Below is a Step-by-Step Walk-through of How to Set Up Automatic Invoice Alerts

1. Click on Settings

Click on Settings

2. Click on Communications

Click on Communications

3. Click on Invoice Alerts

Click on Invoice Alerts

4. Click on Add Invoice Alert on the top-right of your screen.

Click on Add Invoice Alert on the top-right of your screen.

5. Select the email template you want Pocomos to send from the Send Email dropdown menu

Select the email template you want Pocomos to send from the Send Email dropdown menu

6. Select the SMS template you want Pocomos to send from the Send SMS dropdown menu if you want an SMS to go out at the same time as the email.

Select the SMS template you want Pocomos to send from the Send SMS dropdown menu if you want an SMS to go out at the same time as the email.

7. Pick how many days after the invoice is due that you want the communications to be sent out

Pick how many days after the invoice is due that you want the communications to be sent out

8. Click on Save Changes

Click on Save Changes