When you create an invoice or any other document, sometimes you need to remind the client of the payment. To accomplish this, we create payment reminders.
Directly from the invoice, you can create a payment reminder. navigate to sales > invoices
Click on the ellipsis of a certain invoice and then on “Create Payment Reminder.”
The payment reminder page appears; review all of the information and save it, or click the send button and select the option (“Finalize,” “Finalize with print,” “Send an email with PDF”).
You can also create a payment reminder and have it sent automatically.
Navigate to the settings > documents > reminders. You can see the document reminder page here; click on “edit,”.To insert a new reminder in the existing reminder click on the plus symbol bottom of the screen.
A pop-up appears on the screen; you can also edit the details in this reminder and enable “send reminders automatically,” then save.
You can also create a new reminder for your document if you want. Click the plus button on the right side of the name field. A pop-up window appears; fill in the reminder’s name and save.
Until the amount is paid, a payment reminder email will be sent to your client automatically in accordance with the settings.
If you have any doubt, feel free to contact us.