How do you set up automatic invoice reminders for past due invoices?

tbarone — Sat, 28 Aug 2021 05:12:27 GMT

When you create an invoice it only allows you to set up two reminders? How do you set up weekly or daily reminders when an invoice is now past due, but the two reminders set during invoice creation have already been set? (I know there is a manual option, but that can't be the answer....)

Re: How do you set up automatic invoice reminders for past due invoices?

Minion — Sun, 29 Aug 2021 13:57:44 GMT

Hey @tbarone

You can definitely set up more than two reminders for past due invoices. This will be done on your "default" invoice. (I'm doing this from webpage)

To do so, From your Dashboard navigate to Invoices>Settings>Invoices

-Choose your Invoice under Templates then edit at the bottom right.

-Scroll down to the Share section and select add reminder

-click add reminder and set your first one, then simply select add reminder again to add as many reminders as you need in whichever intervals you would like (see screenshot below)

-Once done click save, and then be sure to click Save Template in the top right.

Let me know if this fixes your problem.

Cheers

thread Re: How do you set up automatic invoice reminders for past due invoices? in Archived Discussions (Read Only)

How do you set up automatic invoice reminders for past due invoices?

Re: How do you set up automatic invoice reminders for past due invoices?