Reminders Settings - Messages

An Overview of the "Messages" Tab

The tab can be conveniently accessed 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 linked to the invoice in the accounting platform, consider enabling this option so that your customers will receive them alongside their reminder.
• Invoice PDF attachment
• You have three options available. Please select the one that best suits your needs.
• Reminder: "reply to" email address
• You may provide an internal email address for customers to contact you about 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.