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
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.
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