Overview
Rely on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.
What’s New?
– Set up multiple reminders by Adding New reminders and simply enabling/disabling them using a toggle
– Delete a reminder if needed
– Set a number of reminders, and custom emails and change when to send them based on the Invoice due date or sent date
How to Use?
– Go to Settings within Invoices
– Click on Reminder Settings
– Configure the below details for every reminder:
1. Reminder Name
2. Reminder Template for Email and SMS – Use existing or edit an existing template and create a new one on the go!
3. Edit the Subject of your email
4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due Date/Invoice Sent Date]
5. Set Maximum reminders to limit when the reminder will stop to go
– Click on Add New Reminder to add another reminder
– Delete a reminder if needed or just turn it off using a toggle
Why This Feature?
– Highly voted on the feedback board and will help the users get more people to pay for their invoices with easy reminder configurations!