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jonathan21
Level 1
posted
‎June 21, 2019 06:33 PM
last updated ‎June 21, 2019 1:33 AM

I want to be able to send out reminders that my invoices are overdue, 1 week after an invoice is due. I have upgraded my plan, but can't seem to figure it out

 
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1 Comment 1
JamesDuanT
Moderator
Moderator
‎June 21, 2019 08:57 PM

I want to be able to send out reminders that my invoices are overdue, 1 week after an invoice is due. I have upgraded my plan, but can't seem to figure it out

Hello there, Jonathan.

 

The Manage Routines tool can help you send reminders to your customers automatically. However, this is currently available for US region users only.

 

For Australia and other regions users, you can manually send the reminders for now.

  1. Click Sales on the left menu and go to the Invoices tab.
  2. Click the OVERDUE bar.
  3. Mark the overdue invoices and click the Batch actions button.
  4. Select Send reminder.
  5. Click Send.

Capture.PNG

This feature is still on the process of being rolled out to all regions. I'll also send feedback to our Product Development Team about this for product updates.

 

Let me know if you have other concerns.

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