How To Set & Send Invoice Reminders

Your guide to sending your customers manual and automated invoice reminders on outstanding and overdue invoices

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Do you rely on your customers to remember to pay their invoices on time?

Probably not.

That's why Rose Rocket has provided a couple ways to send your customers reminders on their outstanding and overdue invoices, so you can get paid on-time, easily:

  1. Manual Invoice Reminders
  2. Automated Invoice Reminders

Manual Invoice Reminders

Manual reminders can be sent to your customers at any time for invoices in sent  status. Here's how:

 

1) Select Invoices To Include In Reminder

From the Invoices module, select all the invoices you wish to include in your reminder for a given customer (note: you can only send reminders to one customer at a time).

Then, select "Send reminder".

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2) Personalize Reminder Email

Customize the subject line and body of your invoice reminder email.

If you wish to send a copy to yourself, be sure to select the "Send a copy to myself" box.

Then, click "Send".

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Your customer will be emailed a list of all the outstanding invoices you selected, with notifications beside those that are overdue.

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Automated Invoice Reminders

Rose Rocket also offers the ability to send automated invoice reminders. These email reminders are sent on the day the invoice is due.

When enabled for a customer, they will receive an email notification reminding them of all outstanding invoices that are due on that day.

 

To set it up:

1a) Toggle Customer Reminders "On": Send Invoice

When sending an invoice to a customer, you'll see a toggle at the top allowing you to turn on/off customer reminders. Ensure this toggle is set to on.

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1b) Toggle Customer Reminders "On": Invoice Details Page

Alternatively, automated invoice reminders can be turned on/off for a particular customer on the invoice details page, as seen below.

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Your customer will be emailed a list of any the outstanding invoices on the day that they're due.

Automated Invoice Reminders

 

Note: If you do not have invoice payments set up, the Payment Link column will not be included

Interested in accepting payments, directly from your Rose Rocket invoice?

 Watch a recording of our Invoice Payments webinar
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