How to set up invoice reminders

How to Access Invoice Reminders

You can access Invoice Reminders from two places:

Option 1: From the Appointments module

1. In the left sidebar, click the calendar icon to open the Appointments module.

2. Click the "Clock" icon at the top of the calendar.

Option 2: From the Billing module

1. In the left sidebar, click the money icon to open the Billing module.

2. Click the "Clock" reminders link at the top right of the Invoices tab.

How to Create an Invoice Reminder

1. Click on the "Invoice Reminders" tab.

2. Click "Create Reminder".

3. A form will appear. Complete the following fields:

   • Type — select the type of reminder from the dropdown

   • # Days after issued — enter how many days after the invoice is issued the reminder should be sent

   • Clients — select "All" or specific clients

   • Custom Message — enter a personalized message for the reminder

4. Click "Save".