What are Invoice Reminders?
When you want to remind a client that there is an unpaid Invoice/Credit Request on his/her account, you can send them an Invoice Reminder. You can send an Invoice Reminder by going to an unpaid Invoice/Credit Request and click the 'Send Reminder' button at the top of the page. When you click this button you'll get the option to resend the complete invoice or just the reminder.
Can I send out Invoice Reminders automatically?
If you want to send your clients an Invoice Reminder automatically if they haven't paid an invoice/Credit Request after a set number of days, please navigate to System > Settings > Accounting Settings > General, and tick the Automatic Invoice Reminders checkbox.
When this box is ticked, an Invoice Reminder will automatically go out to your Client a set number of days after the Invoice/Credit Request has been raised or an automatic charge has failed (the reminder will only go out once).
You can set this threshold in the 'Automatic Invoice Reminders Delay (days)' field.
Keep in mind that when you've already sent the Client an Invoice Reminder manually, the reminder won't be sent again.
Step by step process
To set up Automatic Invoice Reminders, follow these steps:
Go to System > Settings > Accounting Settings > General and tick the 'Automatic Invoice Reminders' checkbox.
Enter the number of days after which you want to send out an Invoice Reminder in the 'Automatic Invoice Reminders Delay (days)' field.
The Invoice Reminder is sent using the Email Definition for Send Invoice Reminder, which you can amend.