Invoice Reminders can be set up to automatically trigger messages before or after the due date of an invoice.

The reminders are sent via email daily, each morning. The original invoice will be attached to the email reminder message.

To configure a reminder navigate to your account settings via the Account menu on the left-hand-side.

Once your account details load, click on the edit button then scroll down to the heading Reminders.

From the drop-down menu choose Invoice for the Target.

In the number of days set a positive number for a reminder to be sent after the due date of the Invoice in question.

Should you want a reminder to be sent before the due date of the invoice put a negative number in the Days box.

In the Content area write the message you want the invoice reminder recipient to receive.

There are a number of personalisation values you can add to the message, these include:

  • {name} - Name of the client or staff.
  • {days} - Number of days specified in the Reminder.
  • {account} - Name of account (i.e. the name at the top of the Account page, normally your company or organisation name).

Once you have created your Invoice Reminder click on the Save button

Message examples

For your convenience below are some examples you might want to consider.

Upcoming due date reminder

To send an invoice due reminder 7 days before the due date of the invoice set the Days to: -7 (minus seven).

The message you might choose to send could be:

Hi {name},

This is a reminder that your invoice payment will be due in {days} days.

Thanks

{account}

Overdue reminder

To send an invoice overdue reminder 30 days after the due date has past set the Days to: 30.

The message you might choose to send could be:

Hi {name},

This is a reminder that your invoice payment is overdue by {days} days.

Thanks

{account}

Removing a reminder

To remove an existing reminder that is no longer required, again navigate to the account settings page via the left-hand menu and click on the Edit button.

Once the Account Settings edit page loads scroll down to the to Reminders section. Next to the reminder you want to delete there is a checkbox. Tick this box and click on the Save button will permanently remove the reminder.

Further reading

You may also be interested in the following Knowledge Base articles:

Did this answer your question?