Automated Invoice Reminders
If you are issuing invoices to clients for them to pay online through IntakeQ, you may want them to receive email reminders to pay when the invoice is nearing its due date.
To enable this feature, set custom invoice reminder times as noted below:
- Navigate to "Lists > Invoices > Invoice Settings" and go to the "Emails" tab.
- Under "Invoice Reminder Email" you'll see the option to "Add Automated Reminder", click this to add times when the reminder email should be sent out.
You can set more than one, as shown in my sample screenshot below.
- You can customize the email by checking the option labelled "Customize the invoice reminder email".