Send payment reminders
Turn on payment reminders when an invoice is unpaid and you want Dave to follow up automatically.
Steps
- Open the project and open the unpaid invoice.
- Make sure the invoice has a due date.
- Turn on Payment reminders from the invoice menu or invoice form.
- Dave schedules automatic reminder emails for that invoice.
What happens next
Dave sends reminders on the scheduled dates. You can turn reminders off at any time, and you can record a payment when the customer pays.