Invoice Reminders are a helpful way to prompt Clients to pay outstanding Invoices. These reminders can be triggered manually or set to send automatically, and you have control over when and how they go out.
How Invoice Reminders work
When a reminder is triggered, the system sends your Client an email containing the Invoice details and a link to pay. You can either send this reminder manually from the Invoice itself or rely on automated reminders to handle this for you.
Note: For reminders to send successfully, make sure you’ve enabled the 'Payment Request Reminder' Email Definition under System > Settings > Communication Settings > Email Definitions.
Sending Invoice Reminders manually
To send an individual reminder manually:
Navigate to Accounting > Raised Invoices.
Find and click on the unpaid Invoice you’d like to follow up on.
Select Send Reminder in the Invoice’s toolbar.
This sends an email to the Client using the 'Payment Request Reminder' Email Definition.
Automating Invoice Reminders
Automatic reminders are controlled under System > Settings > Accounting > General:
Navigate to System > Settings > Accounting > General.
Scroll down to the 'Automatic Payment Request Reminders' checkbox and make sure it is ticked.
Set the number of days that should pass before a reminder is sent in the 'Automatic Payment Request Reminders Delay (days)' field. This defaults to 7 days.
Note: Automatic Payment Request Reminders are switched on by default, so your Clients may already be receiving them. If you don't want automatic reminders, untick the checkbox.
The automatic reminder settings.
The delay is counted from the point the Invoice was raised, or from the point an automatic charge failed. Automated reminders will only apply to Invoices that remain unpaid after the set timeframe. You’ll still be able to manually send reminders if you prefer more control.