How do I View Payment Reminders in Invoices App?

Updated on April 18, 2018 11:44PM by Admin

Invoice reminder queue are managed in Settings where you can create one or more to apply to your invoices. These can be removed, disabled or edited at any time, for instance if your payment terms change.

Create and send invoice to a customer, if your invoice goes unpaid. This will use all the active reminder rules for your invoice, and you can view the invoices under "Payment Reminders" menu.

In order to view invoices under reminder queue, just configure settings with two steps that is to create and customize payment reminders. Reminders which are enabled with “Show in Reminder Queue” option will be listed in payment reminder dashboard.

Steps to View Payment Reminders

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “Lists” and select "Payment Remainders" from left navigation panel.
    payment remainder
  3. You can view all payment reminders in the dashboard as shown in the image below:
    payment reminder dashboard
  4. Click on “Invoices Number” link.
  5. You can view “Send Email” pop up with invoice attachment.
  6. Click on “Send” button to notify payment to the customers.

Related Links