How do I configure manual reminders for invoices?

You can configure manual reminders to alert customers about their approaching or invoice payments. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click Reminders under Reminders & Notifications.
  • Under the Invoices tab, scroll to the Manual Reminders section.
  • Click the Edit icon next to the Reminders for Overdue Invoices or Reminders for Sent Invoices. A pop-up will appear.
  • Make the necessary changes to the content and format accordingly using the edit options available.
  • Click Insert Placeholders to include additional fields in the reminder.
  • Save your changes.

Now, to send a manual reminder:

  • Go to the Sales module on the left sidebar and select Invoices.
  • Select the invoice for which you want to send the reminder.
  • Click Reminders and click Send Now from the dropdown. You’ll be redirected to another page.
  • Select the recipients in the Send To dropdown and click Send.

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