Invoices: Schedule Multiple Reminders directly from Settings!

Overview

Relying 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 the 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 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!