Scheduling Invoice Reminders

This article will outline how to Schedule Invoice Reminders.

1. Navigate to the Invoice Reminders tab on the menu bar

2. Click "Create Reminder"

3. Choose the Customer Group you want to create a schedule for. You can do this by using the drop-down menu at the top right-hand side of the screen.

You can choose “All Customer Groups” if you want all of your clients to receive the same reminders.

Or you can create a new Customer Group. For further instructions on this see:                                         

How to Add/Update a Customer Group

4. After clicking the blue  "+ Create a Reminder" you'll get the following pop-up

After picking the type of reminder you'll like to schedule you'll see the following:

In the "Template" section you can either pick from the pre-loaded one or click "+" to create your own.

If you select "+" you'll get the following, enter the name you wish to title the reminder:

On the following screen you'll be able to edit the message you wish your customers to receive depending on the type of reminder you'll be sending: 

On the left side, you have drag-and-drop options in the "Content" tab and in the "Style" tab you can change the colour scheme, on the right you and edit the pre-generated text, once you're happy with everything click the "Save" button.

5. Once you are satisfied with the reminders you have scheduled be sure to go over your Reminder Settings. For further information on Reminder Settings see the article: Invoice Reminders Settings.

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