Reminders in Invoices

Reminders in Invoices

In this article, we'll cover

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  1. Types of Invoice Reminders

  2. How to stop reminders for an Invoice?

  3. How can I set the email content of automatic reminders?

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Clientjoy sends automatic reminders for the invoices. You need to configure them.

Types of Invoice Reminders

There are three types of reminder that can be configured and sent:

  1. Automatic before the Due Date

  2. Automatic on Due Date

  3. Automatic after the Due Date

To configure invoice reminders, navigate to Settings, and choose Invoices from the Customer Management section. Navigate to the Reminder settings section.


Before the Due date:

These are the reminders that can be sent before the due date of the invoice.

Under Reminder settings choose First Reminder and set the day on which you want Clientjoy to send a reminder. The first reminder is sent before the due date. Let's say if you want to send a reminder 2 days before the due date, you can configure 2 over here for it.

On Due date:

Clientjoy sends a reminder on the due date of the Invoice.

After Due date:

These are the reminders that can be sent recurring after the due date of the invoices. You can set an interval e.g. after the due date send a reminder every 3 days.

Reminder Time: You can also define the time at which a reminder is to be sent. This will allow you to use a standard time for your Industry.

Note: If you want to turn off all reminder emails to the customers, just turn off the toggle.


Changing Invoice Reminder Setting for a Specific Invoice

You can also configure reminders for a specific invoice. For this navigate to a specific Invoice click on the invoice for which you want to set the reminder and click on the bell icon to have an overview of the reminders that are sent or to be sent for this invoice. Click the configure option to change the reminder setting for this particular Invoice.

How to stop reminders for an Invoice?

In order to stop reminders for the invoices just mark the toggle off for which you need to navigate to dashboard settings choose invoices from the customer management section and under reminder settings mark the toggle off.

How can I setup the email contents for the Invoice reminders?

You can define the emails which are sent as reminder emails for invoices.

Click here to watch a video - https://youtu.be/g5o0OIUlPkk




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