Set Up Email Invoice Payment Reminders

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing & Settings

Clients who set up Tradify invoice Payment Reminders are paid faster:

  1. Head to Settings
  2. Select Invoices
  3. Select Payment Reminders
  4. Select the Send payment reminder emails toggle. To turn this on automatically for every invoice,  toggle this on in the Document Theme you use for this invoice too. For more info, check out Using Document Themes For Invoices.

 

There is an option within Payment Reminders settings to ‘Mark invoices as paid when customer notifies of payment’.

By turning this on, a button will show on the customer’s invoice that allows them to notify you that they have paid the invoice. 

If they use this option, the invoice will be marked as Paid within Tradify and the message they send will show in the invoice’s Activity Log. 

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You will receive an email notification of their payment, so you can double check:

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You can customise the message that displays within the reminder email within the Message to customer’ field. Note that the message has a maximum of 200 characters, and will display on their email here:

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Note: When emailing an invoice, all email addresses that have previously been sent the invoice will be included in the "to:' field in the email and therefore visible to all recipients. Please keep this in mind if you test emailing the invoice to a personal email address.

 

 

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