Reminders Settings - "Messages"

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

Send reminders to all email addresses of a customer

• If the option is blue, reminders are sent to all customer email addresses.
• If the option is left grey, reminders are sent only to the primary email address.

Include invoice attachments with reminders

• Enabling this option will include any attachments from the accounting platform for the invoice

Invoice PDF attachment

• You have three options available—please select the one that best suits your needs.

Reminder: "reply to" email address

• You can share an internal email address so customers can contact you about a specific reminder.

Reminder: "Bcc" email address

• If you’d like copies of all reminders, share your internal email address here.