The automated invoice or quote reminder function lets you send up to 2 reminders for:
Your overdue invoices to accelerate your receivables without requiring any manipulation on your part.
Your unaccepted bids to get a response from your customers faster without having to call them back.
In this guide we'll look at:
How to activate the payment reminder feature
In invoice settings, click on the button in the "Automation settings" section located at the bottom of the page to open the menu of options:
Click on the button to activate the "automatic event trigger" and:
Enter the number of days to send the first reminder
Enter the number of days to send the second reminder
Enter the number of days to send the reminder to the employees (see note below)
NOTE: Only employees who have been enabled to receive notifications for late payments will receive them. To activate it, see Settings > Users > Notifications > Late Payment
How to activate the quote reminder feature
In the quote settings, click on the button in the "Automation settings" section at the bottom of the page to open the options menu:
Click on the button to activate the "automatic event trigger" and :
Enter the # of days to send the first reminder
Enter the # of days to send the second reminder
How to deactivate automated reminders for a given contact
If you wish to remove an automatic quote or invoice reminder on a specific contact, simply locate the contact record and slide the button to the left to deactivate the feature. You'll find this feature at the bottom of the contact record as follows:
