You can send invoice reminders directly from the Invoice view via email or save the reminder as a PDF file and send it by using some other method to your customer. Reminder options appear to the More actions menu for invoices that are sent and where due date is today or in the past.
- View reminder as PDF: Download reminder invoice as a PDF file.
- Send reminder by email: Send an email to your customers contact person where the reminder invoice is attached as a PDF file.
Both of these actions will generate an invoice PDF which states that it's a Payment reminder.
Did you find it helpful?Send feedback