Set up invoice reminders
Go to Settings → Invoice reminder.
Under How reminders are written, choose a Writing style: let Adam write each reminder, or Use my own message.
Turn on the reminders you want:
Before the due date (set Days before due date)
On the due date
After the due date (set Days after due date)
Second overdue reminder and Third overdue reminder, for invoices that are still unpaid
Click Preview to check the email, then Save.
Create an email template
Go to Settings → Email templates and click Add template.
Fill in Template name, Template type, Subject and Body, or click Generate with Adam to draft it.
Paste merge tags such as
|*customer_name*|into the body where you want them to appear.Click Create. The template now appears under Email template when you Send.
