Invoice reminders is a Gem that can be activated for free from the Holded Store
Invoice reminders is a feature of Sales that allows you to send automatic messages to your clients whenever there is a pending or overdue invoice. This way, the collection process gets easier for you.
The reminders are sent for sales invoices only. To learn more about sales invoices, please check this article
You'll be able to create as many reminders as you need, and also as many reminder messages as the languages selected. However, each reminder message is sent out only once to the email address of the contact that’s specified on the invoice.
If a company’s contact person has activated the option to receive emails in CC, they will also receive the reminder email. You can check the email options here.
The reminder’s default message is customizable, and you can adapt it to your needs.
What can you do with invoice reminders?
How to create and test invoice reminders
It's important to avoid duplicated email messages, so make sure to take into account the conditions set for any additional reminder you'll create. You can check that the invoice information is fine by sending a test reminder.
Keep in mind that reminders are not sent for invoices with multiple due dates
How to edit and delete a reminder
Reminders are affected by changes only if the invoice is deleted, or the reminder is deactivated, or edited. So, the automatic reminder will keep working even in the case that you send the invoice by email manually, or you use the option to send the invoice through Holded.
When are invoice reminders sent?
The platform offers two types of conditions to set up invoice reminders:
- According to specific invoice data. You can choose to send the reminder for invoices that exceed or are lower than a given amount, and that contain a given tag or language.
Keep in mind that reminders without any tag will be sent to any invoice meeting the other conditions. On the other hand, reminders with one tag will be sent for all the invoices including that tag. Reminders with two or more tags will be sent for the invoices containing the same exact tags only.
- According to the invoice due date. You can also send the reminder before or after a given amount of days.