Sending Payment Reminders

Sending a payment reminder is a helpful way to gently remind your client about any overdue or outstanding payments, making it easier for you to stay on top of your finances.

To send a payment reminder:

  1. Open the platform.
  2. Click  Sales.
  3. Select Billing & Invoicing.
  4. In the Filter Billing & Invoicing panel, click the Type dropdown and check Invoices.
  5. Select the invoice you'd like to set a reminder for.
  6. Click the Send Reminder button.
  7. Click OK.
Important: You can only send payment reminders to clients who have an invoice issued to them.

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