Automatic reminder for unpaid not accounting documents

The system allows to send automatic reminders for unpaid invoices when their payment deadline expires. Within the account settings, you can choose when such a message should be sent to the client. This option applies to accounting documents, but there is also the possibility of activating such reminders for not accounting documents. In this entry, you will learn where to activate reminders for not accounting documents.

Automatic reminder for unpaid not accounting documents

To activate reminders for not accounting documents:

1. Go to Settings > Account Settings > Invoice sending tab.
2. Locate the Unpaid Invoice section and activate Automatic reminders if you are not already using this option in the Automatically reminders setting field.
3. Check the checkbox for the option Send also for not accounting documents.

After activating the option Send also for not accounting documents, automatic reminders will be sent for documents such as proforma invoices, orders, or custom unaccounted documents.

Reminders are sent according to the settings in the Automatically reminders settings field.

You can learn more about configuring automatic reminders in this post → Automatic unpaid invoice reminders

Also, check:

• How to manually send a reminder for payment?
• Sending an invoice via email to customers
• Sending an invoice via email to multiple recipients simultaneously