Overview

Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.

What’s New?

• Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
• Delete a reminder if needed
• Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date

How to use?

• Go to Settings within Invoices

• Click on Reminder Settings

• Configure below details for every reminder:

1. Reminder Name
2. Reminder Template for Email and SMS – Use existing or edit an existing template and create a new one on the go!
3. Edit the Subject of your email
4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
5. Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder
• Delete a reminder if needed or just turn it off using a toggle

Why this feature

• Highly voted on feedback board and will help the users to get more people to pay for their invoices with easy reminder configurations!