How To Set Reminders for Overdue Invoices to Clients?
Reminding clients about overdue invoices helps in maintaining a steady cash flow, strengthening client relationships, and effectively managing the financial aspects of your business. Easily set reminders with this guide!
Open the list of INTEGRATIONS
You can find the modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in the account settings, by clicking on INTEGRATIONS
In the list of integrations, find the integration called INVOICE PAYMENT REMINDERS and INSTALL it
By selecting the setting SEND AUTOMATIC PERIODIC REMINDERS, reminders will be sent on the first day and then every 7 days
To assign text templates, you must have already created them in the TEXT TEMPLATES settings
After deactivating the automatic periodic reminders function, you can set the frequency of reminders according to your needs
Payment reminders can be sent before due date, same day, after due date
To save the changes, click on SAVE CHANGES button
You will find the list of sent reminders in the HISTORY OF EVENTS
How to do this?
Open the list of INTEGRATIONS
You can find the modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in the account settings, by clicking on INTEGRATIONS
In the list of integrations, find the integration called INVOICE PAYMENT REMINDERS and INSTALL it
By selecting the setting SEND AUTOMATIC PERIODIC REMINDERS, reminders will be sent on the first day and then every 7 days
To assign text templates, you must have already created them in the TEXT TEMPLATES settings
After deactivating the automatic periodic reminders function, you can set the frequency of reminders according to your needs
Payment reminders can be sent before due date, same day, after due date
To save the changes, click on SAVE CHANGES button
You will find the list of sent reminders in the HISTORY OF EVENTS
Updated on: 05/01/2024
Thank you!