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.
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