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.