How to set up and customize Storeganise invoice reminders

Automatically send customers reminders to pay their invoices.

You can add up to 6 invoice reminders to send out to customers at different intervals for invoices that are overdue (invoices sent to the customer or with a failed payment and still unpaid).

Adding a new invoice reminder

Restricted to users with 'manager' role

1. As a manager, go to Main Settings > Email
2. Click on the + icon to add a new invoice reminder
3. This will open a modal where you can set the delay of this reminder and the email template.
4. Click Preview to see roughly what an email will look like when sent out.
5. When done, click on the "Create button" to add the reminder.
6. You can edit existing invoice reminders by clicking on the Edit button.

When to send the invoice reminder

At the top of the modal, you can select how many days after an invoice has been first sent to a customer that the respective invoice reminder should be sent. Invoice reminders are sent at 2PM in your instance's time zone.

Updating or deleting an invoice reminder

Restricted to users with 'manager' role

1. Go to the Main Settings > Emails section
2. Click the reminder you want to update
3. You can change the 'number of days' value or the wording in the email and click Preview to see what the email will look like.
4. Click Delete to remove the invoice reminder completely. When deleting invoice reminders, remember to start with the most recent one if you have multiple reminders. Then, proceed to remove the rest in order.

Further reading

For more information on managing email templates like invoice reminders, see the Email Settings help article.