How to Streamline Payments with Automated Invoice Reminders

Enhance your payment collection process by setting up automated invoice reminders directly within Stack. This feature allows you to boost payment conversions by ensuring your customers are reminded about their invoices in a timely manner.

What’s New?

• Multiple Reminders: Easily add new reminders and manage them with a simple toggle to enable or disable as needed.
• Flexible Options: Delete reminders if they’re no longer needed.
• Custom Settings: Configure the number of reminders, customize email content, and choose when to send them based on the invoice due date or the date it was sent.

How to Use Automated Invoice Reminders

1. Access Reminder Settings:

   • Navigate to the Settings section within Invoices.
   • Click on Reminder Settings.

2. Configure Reminder Details:

   • Reminder Name: Assign a unique name to each reminder for easy identification.
   • Reminder Template for Email and SMS: Choose an existing template or edit one to create a new custom template on the fly.
   • Email Subject: Personalize the subject line of your reminder emails.
   • Reminder Frequency: Set how often the reminder should be sent. Options include:
     • Every [X] [Days/Months/Hours]
     • [After/Before] [Invoice Due Date/Invoice Sent Date]
   • Maximum Reminders: Define the maximum number of reminders to send before stopping.

3. Manage Reminders:

   • To add a new reminder, click on Add New Reminder.
   • If you need to remove a reminder, simply delete it or use the toggle to turn it off.

By setting up automated reminders, you can ensure your invoices are paid on time, reducing the need for manual follow-ups and improving cash flow.