How To: Configure and Send Invoice Reminders

Edited

Set up and configure invoice reminders to notify your customers about upcoming or missed payments.

1. Click Settings > Invoices > "Notifications"

2. Turn "Enable and Configure Invoice Reminders" On

3. Select your Option

There are four options:

  • Basic

  • Lenient

  • Persistent

  • Custom

We will select custom and create our own reminder schedule.

4. Configure your reminder schedule

You can select one of four different actions:

  • Email customer

  • Cancel subscription

  • Mark subscription as unpaid

  • Notify account owner

You can also set up repeat reminders by clicking "Continue reminders"

5. Click "Save"

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