What this screen is for
One switch turns automatic reminders on or off. When on, you set how many days after the due date the first, second, third and final reminders are sent, and cap the maximum number of reminders any one invoice will receive. Two options control the email itself: whether the invoice PDF is attached and whether a payment link is included. Below the settings are totals for reminders sent, sent this month and failed, plus recent history.
Why it matters
This sends messages to your customers without anyone pressing a button, so the day gaps and the maximum count decide how often a slow payer hears from you. Turning it on affects every overdue invoice, not a selected few.
What you see on this screen
Automatic Payment Reminders is the master switch, with the note that when it is on, overdue invoices receive automatic email reminders based on your schedule. Everything below it is hidden until the switch is on.
Reminder Schedule sets when reminders go out after an invoice becomes overdue, using four numbers: 1st Reminder (days after due date), 2nd Reminder (days after due date), 3rd Reminder (days after due date) and Final Reminder (days after due date). Maximum Reminders Per Invoice caps the total at between one and five, whatever the schedule would otherwise allow.
Email Options holds two tick boxes: Attach invoice PDF to reminder emails and Include payment link in reminder emails.
Three counters follow - Total Reminders Sent, This Month and Failed - and under them Recent Reminder History, a table with columns for Invoice, Customer, Reminder number, Sent To, Days Overdue, Amount Due, Status and Sent At.
Filters and actions
There are no filters. Save Settings in the header commits every change on the page at once; nothing takes effect until you press it.
Status values
A history row is sent where the reminder left successfully, or shows the failure state where it did not. A failed row means the email was never handed to the mail service, not that the customer ignored it.
Related
- Reminders - the wider set of things that get chased, and over which channel
- Payment & Delivery Terms - the terms that set the due date in the first place
- Email Configuration - the account the reminders are sent from