Follow these steps to easily customize automated reminders, ensuring timely notifications for your customers about outstanding invoices.
To automatically remind your customers about their invoices, follow these step-by-step instructions:
- On the left side menu, navigate to the "Reminders" tab. This is where you can access all your automated invoice reminders.
- To edit the message of a reminder, select the specific reminder you want to customize. Click on the "Edit" button associated with that reminder. You will see a message box where you can modify the text of the reminder.
- Take advantage of the available tags displayed on the right side next to the message box. These tags allow you to dynamically insert customer-specific information such as their name (first and last), due date, number of invoices, company website, address, and more. Utilizing these tags helps personalize your reminder messages.
If you no longer want to send any reminders, simply click the "Turn off reminders" button. This action will deactivate all active reminders and stop them from being sent.
Additionally, you have the option to add or remove reminders on the invoice level. This means you can enable or disable reminders for specific invoices based on your preference or the specific circumstances with your customers.
For a visual demonstration and further understanding of how Invoice Reminders work, refer to the provided video explanation: