Easily Schedule Multiple Invoice Reminders from Settings

Invoices: Schedule Multiple Reminders Directly from Settings!

Overview

Do you rely on workflows to remind your customers about invoices? Good news! You can now increase your payment conversions on invoices by setting payment reminders for your customers directly from the settings.

What’s New?

• Add Multiple Reminders: Set up multiple reminders and enable/disable them using a simple toggle.
• Delete Reminders: Easily delete a reminder if needed.
• Customize Reminders: Set the number of reminders, customize emails, and change when to send them based on the invoice due date or sent date.

How to Use?

1. Go to Settings within Invoices
   
2. Click on Reminder Settings
   
3. Configure Details for Each Reminder:

• Reminder Name
• Reminder Template for Email and SMS: Use existing or edit and create new templates 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: Limit when the reminder will stop being sent.

4. Add New Reminder: Click on “Add New Reminder” to add another reminder.
5. Delete or Turn Off Reminders: Delete a reminder if needed or simply turn it off using a toggle.

Why This Feature?

This highly requested feature from our feedback board will help users secure more timely payments for their invoices by allowing easy and effective reminder configurations!

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