How do I Send a Reminder Email for an Invoice?

Updated on April 5, 2018 12:57AM by Admin

You can remind the customer for an over due invoice. In order to send the reminder email you can create custom message templates and associate the template into reminder.

Steps to Send a Reminder Email

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "Settings" icon located at the app header bar.
    invoice settings
  3. Click on "Email Template" from the left navigational panel.
  4. Click on "Create" button and specify :
    • Template
    • Subject
      create email template
  5. Create a reminder and specify:
    • Days past Due - Number of days after due date.
    • Message Template - Select Reminder Email template.
    • Reminder send option - Select an option whether to send automatically or need to show in reminder queue.
    • Enabled - By default, it will be in enabled mode.
      create reminder
  6. Click on "Create" button to save the reminder.

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