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Steps to Schedule Payment Reminder


Step 1: To schedule a payment reminder, click on the action icon as shown below.

Unpaid Invoice

Step 2: A template to schedule the reminder email would pop-up. Here, you can choose to send out the preset email or can modify the email content. You can also schedule the date on which the email should be trigger. Please note, you cannot schedule a reminder email unless you have due date.

Save button

Step 3: Click "OK" to confirm and save the scheduled payment reminder.

OK button

Step 4: Here is another way you can schedule a payment reminder i.e., after creating the invoice. Scroll down to the buttons section.

Styles

Step 5: Click on the more button and select the “schedule reminder” option.

Schedule Reminder

Step 6: A template to schedule the reminder email would pop-up. Here, you can choose to send out the preset email or can modify the email content. You can also schedule the date on which the email should be trigger. Please note, you cannot schedule a reminder email unless you have due date.

Reminder date



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