Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can send an instant email reminder to your customer by search for and selecting your customer's invoice.

Click 'Prepare instant reminder':

Image Modified

The instant reminder uses the Reminder 1 default template and you have the option to amend the template for this specific email.

When you are happy with the template, click the Preview & Send tab:

Image Modified

You will see an option to send a preview to your email address or send directly to your customer. Click 'Send Reminder Now'.

Image Modified

Manual reminders and statements are recorded in the Sent box along with the automated emails.