How do I display the customer’s balance in the reminders?

To display the customer’s balance in the reminder:

  • Go to Settings in the top right corner of the page.
  • Click Reminders under Reminders & Notifications.
  • Click the Invoices tab.
  • Click the Edit icon next to the reminder for which you wish to display the customer balance. You can display the customer balance in manual reminders and automated reminders based on the due date.
  • Click Insert placeholders and select Customer Balance from the dropdown.
  • Save the changes.

The customer’s balance will now be included in the reminders sent to them.

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