Learn how to turn on and add overdue reminders on Bookipi Invoice Web v2
You can remind your customers of outstanding payments and overdue invoices with Bookipi Invoice.
Learn how to add overdue reminders to invoices on Bookipi Invoice web v2.
There are two ways to turn on ‘invoice due’ reminders
Turn on invoice due reminders when creating an invoice
Step 1: Select ‘+Create’
Step 2: Select ‘+ Invoice’
Step 3: Enter all invoice details including customer name and item/s.
Step 4: Select ‘Edit’ on the ‘Overdue reminders will be sent‘ option.
Step 5: Customise 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: 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
Step 1: Select your Business icon on the top right
Step 2: Select ‘Settings’
Step 3: Select ‘Document’
Step 4: Customise 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 customise the options on individual invoices.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.