Reminders Settings - Reminder Flows

This article provides an overview of the "Reminder Flows" tab.

The tab can be easily accessed through the "Settings" option in the main menu bar.

• Consolidate Invoice Reminders into a Statement
• Would you like the option to send a consolidated statement to your customer for multiple invoices? For example, instead of sending three separate reminders for three invoices, you can send one reminder with a link to all three invoices.
• Send Invoice-Ready Emails for Automatically Paid Invoices
• If your customer is on automatic payment and you would like them to receive a friendly reminder, toggle the option from grey to blue.
• Display Credit Memos on Statements
• When using credit memos, please activate this option to allow your customers to see their credit memos as a line item on their monthly statements.
• Minimum Invoice Amount Due to Send a Reminder
• This feature allows you to send reminders to customers based on a specified threshold amount, so you can keep in touch with them more effectively.