How Invoice Reminders Work

Invoice reminders are used to remind your customers either they have missed paying an invoice by its due date or when the invoice's due date is approaching.  Clickentry has set up four default reminders when you can turn on the invoice reminders. Overdue Reminders are sent out at 1, 7,...

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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...

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Edit a Reminder

Edit invoice reminders options is there to customize the default reminders for your organization. You must have the role of either the advisor or standard user.  Edit Individual Reminders¬† In the Settings menu, select Account Setting.  Click on the Invoice Setting option, under Feature Section.  Click on Invoice Reminder Button.   You can send the invoice reminders either to an individual contact or to all...

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