Email a payment reminder to a customer for an unpaid Invoice

Steps to remind a customer about an Invoice

1 Find & view the Invoice
2 Send an Email Payment Reminder
3 FAQ’s

Related Help Guide Pages

Learn how to remind a customer about an unpaid Invoice

Emailing a payment reminder for an unpaid invoice encourages timely payments, reduces the risk of overdue Invoices, and keeps your financial records up to date. It also serves as a polite prompt for customers who may have overlooked the invoice and helps to maintain clear communication.

Follow this page to learn the steps to send a manual email reminder to a customer of an unpaid Invoice!

Please note that you can automate this process using Workflows.

Find & view the Invoice

The first step is to find the Invoice you wish to send the Payment Reminder Email for.

Navigate to Finance in the Main Navigation Menu and select the 'Invoice' option
This will open the Invoices DataGrid
Using the search bar, search for the unpaid Invoice. You can do this by searching the Invoice ID or Reference Number
You may wish to use a filter instead, we recommend using Status > Is In > Outstanding and/or Part Completed

Send an Email Payment Reminder

Once you have located the Invoice, you can send the Payment Reminder Email manually from the DataGrid

Once you have located the Invoice, right-click the Invoice and select the 'Email' option from the context menu
This will open the Email Details pop up form
For the ‘Creation Type’ keep this set to ‘Template’ to send an existing Email Template
Ensure the ‘From Address’ is correct
This reduces the risk of your emails being mistaken for spam or phishing attempts, plus, it simplifies you communication – as the recipient of your email will know who to reach out to and where their replies to your emails should go.
Change the To Address Property section to 'Target Email Address'
For the ‘Email Template’ section use the ‘Select’ button to choose the ‘Invoice Outstanding' Email Template from the pop-up and click 'OK’
Once you are happy with the form, press the 'Send' button

Top tip!

If you would like to preview your email before you send it, follow these steps:

Open the ‘Email Templates' page from 'the Administration’ menu
Search for your ‘Outstanding Invoice’ Email Template
Edit this Email Template and then click the ‘Preview & Test’ button at the bottom of the page
From the Preview options, search for and select your Invoice to see it’s details populate in the preview

FAQ’s

Can Payment Reminder Emails be Automated?

Yes! A Workflow can be created to automatically send Payment Reminder emails if an Invoice hasn't been paid within a certain timeframe.

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