Switch from individual reminders to all customers

Jenn_C

Hi,

If I want to switch from sending reminders to selected individuals to all overdue customers, how will it roll out? Will it only send them for all newly overdue invoices after the date I switch in on or will it send them for all overdue customers/invoice that have already been issued and could be up to 6 months overdue? The latter is what I am hoping for.

Thanks 

Jenn

Sigrid-Solo

Hey Jenn!

Great question, and love that you’re diving into payment reminders to help speed things up 💸

Here’s how it works: when you turn on Send payment reminders for a customer in any of their invoices, it actually updates the setting for all their invoices going forward. Handy, right?

Now, here’s the bit to note: overdue reminders will only send automatically for invoices after the day you switch it on, like you mentioned. So if you’ve got some invoices that have been sitting there for a while (say, 6 months overdue), Solo won’t automatically send reminders for those.

But! You can still give those old invoices a nudge – just a manual one. Here’s how:

1. Open the invoice in the app
2. Tap the three dots
3. Select Email invoice
4. Edit the message to say something like “Just a reminder – this one’s still outstanding”
5. Hit Send

That way, your customer still gets the nudge, and you’ve got the power to tailor the message however you like. 👊

We would love to know more about how you'd like to use invoice reminders though! Reminder schedule, what you like and what you don't like, we want to know it all!