How to automate overdue invoice payment reminders

How to get invoice due reminders

Learn how to turn on and add overdue reminders on Bookipi Invoice Web app v2 with the steps below. You can remind your customers of outstanding payments and overdue invoices with Bookipi Invoice.

There are two ways to turn on ‘invoice due’ reminders

• Turn on invoice due reminders when creating an invoice
• Turn on invoice due reminders from the setting section

Steps to turn on reminders for invoices that are due

Step 1: Select ‘+Create’

Step 2: Select ‘+ Invoice’

Step 3: Enter all invoice details including customer name and item/s.

Enter details for your invoice

Step 4: Select ‘Edit’

Select ‘Edit’ on the ‘Overdue reminders will be sent‘ option.

Step 5: Customize overdue reminders

Customize when you would like overdue reminders to be sent. You can select any and multiple options: ‘on due date’, ‘after 3 days’, or ‘after 7 days‘.

Step 6: Save your changes

Select ‘Save‘ to save your changes.

Your invoice will now send an overdue reminder to your customers on your preferred date reminder setting.

Turn on invoice due reminders from Settings in Bookipi web app v2

 

Step 1: Select your Business icon on the top right

 

Step 2: Select ‘Settings’

 

Step 3: Select ‘Document’

 

Step 4: Customize when you would like overdue reminders to be sent.

You can select any and multiple options: ‘on due date’, ‘after 3 days’, or ‘after 7 days‘.

Once you have turned the toggle on, any overdue reminders will automatically apply to any new invoices that you create.

Although you have made these changes in the Settings section, you can still directly customize the options on individual invoices.

Discover more tutorials for Bookipi Invoice

• Get the most out of using Bookipi Invoice on Bookipi web app
  
• Fastest way to invoice with Bookipi Invoice mobile app
  
• Use our Bookipi Invoice mobile app user guides to send invoices faster