thread Re: Invoice reminder in Archived Discussions (Read Only)

Invoice reminder

mebuchanan — Thu, 14 May 2020 16:54:47 GMT

What does an invoice reminder look like? Is it merely a “copy” of the original invoice, with some additional wording or something? I would like to know exactly what it will look like to my customer before I send it. A related question: can one modify/customize a reminder?

Re: Invoice reminder

nika — Sat, 16 May 2020 15:01:41 GMT

Great questions @mebuchanan!

An invoice reminder is an exact copy of what the original invoice looked like when it was first sent. The only difference is that you can include a note that shows up on the reminder. The email subject line will also say "You have an invoice waiting".

Let us know if you have other questions!

Re: Invoice reminder

Karen2020 — Fri, 01 Apr 2022 17:03:35 GMT

How do I include a note on the reminder? Is there a default I can customize?

Re: Invoice reminder

Kassi_ — Sun, 03 Apr 2022 16:47:05 GMT

Welcome to the Community, @Karen2020 -

Excellent question about invoices! Yes, you can include a message or note on the invoices.

There is a default option to set up for each invoice you create. To set your template, go to your Dashboard > Invoices > Settings > Invoices > Edit.

If you'd like to customize your message, you would do that at the time you create the invoice.

Please let me know if you have any other questions.