Reminders Settings - Messages

This article gives an overview of the "Messages" tab

The tab is easily accessible through the "Settings" option in the main menu bar

  • Send reminders to all email addresses of a customer
      • When the option is blue, reminders will be sent to all customer email addresses.
      • If the option is left grey, reminders will only be sent to the primary email address.
  • Include invoice attachments with reminders
      • If there are attachments associated with the invoice in the accounting platform, consider activating this option so that your customers will receive them along with their reminder.
  • Invoice PDF attachment
      • You have three options available. Please choose the most appropriate one for your needs.
  • Reminder "reply to" email address
      • You can provide an internal email address for customers to communicate with you regarding a specific reminder.
  • Reminder "Bcc" email address
      • If you'd like to receive copies of all reminders sent, feel free to provide your internal email address here.
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