Email a payment reminder to a customer for an unpaid Invoice

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

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

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