Reminders Settings

This article provides a concise overview of the "Reminder Settings" section:

Messages

• Send reminders to all email addresses of a customer
  • Reminders will be sent to all customer email addresses if the option is blue.
  • Reminders will only be sent to the primary email address if left grey.
• Include invoice attachments with reminders
  • If there are attachments associated with the invoice in the accounting platform, please consider activating this option so that your customers will also receive them along with their reminder.
• Invoice PDF attachment
  • There are three options available. Please choose the most appropriate option 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, please feel free to provide your internal email address here.

Reminder Flow

• 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.

Styling

• Hide the "powered by" logo on reminders
  • On the footer of the reminders, you have the option to choose not to display the "powered by InvoiceSherpa" logo
• Personalize email reminder footer
  • Feel free to add any internal details that you'd like to appear on the footer of the reminders. 😊

Schedule

• Send last reminders when resuming the system
  • If you pause the system upon reactivating it, would you like to resend the last reminders that were sent by the system? If so, please consider enabling this option.
• Delay invoice-ready reminders by
  • If you'd like to postpone sending reminders for any reason, please let us know the timeframe in minutes here.
• Send reminders on your preferred schedule
  • You have the option to choose the time of day and the day(s) of the week for sending your reminders.

Advanced

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