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Automate invoice and/or quote reminders
Automate invoice and/or quote reminders
Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over 2 weeks ago

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

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:

  1. Enter the number of days to send the first reminder

  2. Enter the number of days to send the second reminder

  3. Enter the number of days to send the reminder to the employees (see note below)

Note

Only employees who have been authorized to receive notifications for overdue payments will get them. To enable this feature, go to Settings / Ressources / Employee / Notifications / Payment overdue

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 the button to activate the desired reminder and:

  1. Enter the # of days to send the first reminder

  2. Enter the # of days to send the second reminder

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:

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