Invoice Reminders Settings

This article will provide a concise overview of the crucial settings available in Invoice Reminder Settings

^Messages:

^{Send reminders to all email addresses of a customer}
- ^{If blue all customer emails will be sent reminders. If 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 account platform, please enable this option so that your customers will also receive them along with their reminder.}
^{Invoice PDF attachment}
- ^{There are three options available. Please select the most suitable option for you.}
^{Reminder "reply to" email address}
- ^{Here you can provide an internal email address for customers to communicate with you regarding a specific reminder.}
^{Reminder "Bcc" email address}
- ^{If you wish to receive copies of all reminders sent, please provide your internal email address here.}

Reminder Flow

^{Combine invoice reminders into a statement}
- ^{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 gentle reminder, toggle the option from grey to blue.}
^{Show credit memos on statements}
- ^{When utilizing credit memos, please enable this option to allow your customers to view their credit memos as a line item on their monthly statements.}
^{Minimum invoice amount due to send a reminder}
- ^{This feature enables you to send reminders to customers selectively based on a specified threshold amount.}

Styling

^{Hide the "powered by" logo on reminders}
- ^{On the footer of the reminders, you have the option to choose not to display the following:}

^{Personalize email reminder footer}
- ^{Here you can add the internal details that you wish to appear on the footer of the reminders.}

Schedule:

^{Send last reminders when resuming 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 enable this option.}
^{Delay invoice-ready reminders by}
- ^{If you wish to delay sending reminders for any reason, please specify the timeframe in minutes here.}
^{Send reminders on your preferred schedule}
- ^{Here you have the option to select the time of day and the day(s) of the week for sending your reminders.}

Advanced:

^{Email Domain Authentication}

^{You will require the following text if you intend to display the sending domain as your own and not InvoiceSherpa.}^{Note: Please contact your provider for any setup-related inquiries.}