How to set up and customize 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).

Important: Invoice reminders are have recently been updated. Previously, invoice reminder timing was based on the "Invoice sent date". This has now been changed to be based on the "Invoice date" itself.

Adding a new invoice reminder

Restricted to users with 'manager' role

As a manager, go to Main Settings > Email
Click on the + icon to add a new invoice reminder
This will open a modal where you can set the delay of this reminder and the email template.
Click Preview to see roughly what an email will look like when sent out.
When done, click on the "Create button" to add the reminder.
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 "this many days after invoice date (use negative value to send prior to invoice date)" for when the respective invoice reminder should be sent.

For example:

The invoice date is the 5th day of the month and is sent on the 1st.
You have the following reminders set up: -2 , 1 & 3
The customer will receive an invoice reminder:
- For the -2 reminder; on the 3rd day of the month
- For the 1 reminder; on the 6th day of the month
- For the 3 reminder, on the 8th day of the month

Things to know:

Invoice reminders are sent at 2 PM in your instance's time zone.
Invoice reminders do not send for credit notes and late fees
Reminders are only sent for invoices in the Sent or Failed state. No invoice reminders will be sent for invoices marked as Pending , Paid or Draft

Note: If an invoice reminder is set to be sent a certain number of days before the invoice date (e.g., -10) and the invoice itself is generated only 1 day ahead of the invoice date (e.g., -1), then no reminder will be sent because reminders are based on actual invoices. Please ensure that the reminder interval is less than or equal to the number of days invoices are created before the invoice date.

Updating or deleting an invoice reminder