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 do 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 in 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 'Invoice Reminder' email template.
Automating Invoice reminders
To automate reminders:
Navigate to System > Settings > Accounting Settings > General.
Scroll down to the 'Automatic Payment Request Reminders' section.
Enable the checkbox.
Set the number of days after issuing an Invoice that reminders should be sent in the 'Automatic Payment Request Reminders Delay (days)' field.
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.