Set up & Add Invoice Reminders

To send an automatic Invoice Reminder email to the customer, you can turn on the Invoice Reminders for both Due Invoice and Overdue Invoice.  

Some key points before you start:  

• You must have the email address of the contact to which you want to send Invoice Reminders. 
• Mark the invoice as sent for which you want to send the reminder. 
• You must have the role of either adviser or standard user. 

Turn on Invoice Reminders 

You can use the Invoice reminders to remind your customers either they have missed paying an invoice by its due date or when the invoice’s due date is approaching. CE has set-up four default invoice reminders to use. You cannot add new Invoice Reminder. You can customize these default reminders. To use these reminders, the only thing you require is to turn these reminders on. Following below mentioned steps you can turn on Invoice Reminders. 

1. In the Settings menu, select Account Setting. 

2. Click on the Invoice Setting option, under Feature Section. 

3. Click on Invoice Reminder Button.  

4. Either select an individual contact from the drop-down list to send reminders to a certain contact or select the Schedule for all contacts checkbox to send reminders to all contacts. 

5. Turn on the Overdue Reminders, if the contact has missed paying an invoice by its due date
   • There are four defaults Overdue Reminders setup by Clickentry. 
   • Select any of the required default Reminders Check to enable reminder checkbox. 
   • You can also edit (Edit the Invoice Reminder Link) the default Reminders. 
   • Uncheck the Checkbox to turn of the reminder. 

6. Turn on the Due in Reminders, if the invoice’s due date is approaching near. 
   • There are four defaults Due in Reminders setup by Clickentry. 
   • Select any of the required default due in Reminders Check to enable reminder checkbox. 
   • You can also use these reminders after editing these reminders as per your needs. 
   • Uncheck the Checkbox to turn of the reminder.