How do I set up payment reminders?
Hey! Awesome news. Thank you team. About the payment reminders- how/where do we manage those ones? Thank you in advance 🙏🏼
Hey MissMedia,
Thanks a ton for reaching out with such a great question! 🎉
Here's the scoop on setting up those handy payment reminders:- Head over to the Money In tab in your app.
- Find the invoice your want to edit or make a fresh invcoie
- If you are editing an existing invoice: Click the Edit button in the upper right hand corner
- Hit Payment terms and select Send payment reminders.
- Tap Save, and voilà! Your customer will start receiving those gentle nudges.
If you ever want to turn off the reminders, just follow the same steps and uncheck the Send payment reminders option.
For more details, check out our guide on sending invoices: Send automatic payment reminders to a customer.
Hope this helps! If you've got any more questions, I'm just a reply away!
