lerato
Level 1

Hi how do i set up workflows for payment reminders

 
MJoy_D
Moderator

Other Questions

Thank you for posting, @lerato

 

You can send an email as payment reminders for unpaid invoices. 

 

Here’s how to do it:

  1. Go to your Sales menu and then Invoices.
  2. Look for that invoice and click the drop-down menu in the ACTIONS column then choose Send reminder.

See this article for more information: How to email or print an invoice.

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.

BigB_45
Level 1

Other Questions

@lerato - have a look at https://naggingpanda.com. You can set custom invoice and quote reminders on Nagging Panda by integrating into your QuickBooks account.