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