Relied 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 it using a toggle
- Delete a reminder if needed
- Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
How to use?
- Go to Settings within Invoices
- Click on Reminder Settings
- Configure below details for every reminder:
- Reminder Name
- Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!
- Edit the Subject of your email
- Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
- 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