How to Add Setup Fees to Your Recurring Invoices

Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.

What's New?

• Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle.

• Delete a reminder if needed.

• Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date.

How to use?

• Go to Settings within Invoices

• Click on Reminder Settings

Configure below details for every reminder:

• Reminder Name

• Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!

• Edit the Subject of your email

• Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]

• Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder

• Delete a reminder if needed or just turn it off using a toggle.