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!