Sometimes when clients are behind on an invoice payment, it could be because the invoice fell through the cracks, and all that is needed is a little nudge on your part. With our invoice reminder functionality, you can automate emails to remind clients of outstanding balances they owe.
Note: Reminders are only sent for SENT and PARTIALLY PAID invoices
To setup invoice reminder:
Click the avatar image and tap Settings
Open Firm Settings and click Reminders
Navigate to Invoice Reminders section and click Add reminder
Choose date offset and type
Enter automated email reminder text