Can I Remind Customer about an unpaid Invoice?

Updated on April 4, 2018 11:57PM by Admin

An invoice is a bill issued by the seller to the buyer. This includes information like products/services, quantities, price etc. The buyer is expected to verify all the details of his purchase and make payment to the seller. However, if the buyer does not pay on time or when its time for the buyer to pay, Invoices App will automatically remind users . This depends on the setup of that payment reminder. Lets have a quick look at the following steps.

Steps to Customize Reminder

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select "Settings" at app header bar.
  3. Select “Reminders” from "Invoice"  drop down from left navigation panel.
  4. Click on “Create” button and fill the reminder information:
    • Days Past Due
    • Email Template
    • Reminder Send Option
    • Enabled
      Create Reminder 
  5. In reminder send option, select “Automatically Send” inorder to send an email to the particular customer to notify about his due payment. 
  6. Click on “Create” button to complete.