Upcoming Invoice Reminders
Reminder emails are automatically sent to invoices with Net billing terms. Your customer will receive an email 15 days before the due date, 7 days before the due date, and on the due date. If you use Net billing terms, we highly recommend configuring after due date reminders to save you time chasing down outstanding invoices.
After Due Date Reminders
Turn on after due date reminders to reduce your time spent on chasing past due payments.
- Go to Settings in the left sidebar (desktop) or hamburger menu (mobile).
- Click the Invoice Settings tile.
- Choose the Frequency from a list of preset options to determine how often you would like messages sent to your customers.
- Select how many times you want to email your customer after the first reminder is sent.
- Add a Default Message that will automatically appear on every invoice instead of typing the same thing every time you invoice. The message will always appear by default, but you will be able to customize or remove it before you send.