Reminders Settings - Reminder Flows
This article gives an overview of the "Reminder Flows" tab
The tab is easily accessible through the "Settings" option in the main menu bar
- Combine 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.
- Show 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.