How to schedule automatic reminders for an invoice on the Back Office Dashboard?

The Automatic Reminder enables back-office users to manage pending and overdue invoices more efficiently by sending timely notifications to clients. This minimizes the need for manual follow-ups and increases the likelihood of receiving payments on time. Automating reminders, it saves time, enhances client communication by keeping them informed about due or overdue payments, and ensures that no invoice is overlooked.

✅This guide will walk through to schedule automatic reminders for an invoice on the Back Office Dashboard:

Go to Invoicer > Invoices from the main menu and open the invoice for which you want to set reminders or click New Invoice to create a new one.
 

The selected invoice screen provides a complete overview, including key details such as Status (Unsent, Paid, Overdue), Client, Amount, and Amount Due, along with options to manage the invoice—such as editing, sending, and recording payments.

On the invoice details page, locate the Send Invoice section.

Click on Schedule Reminders to set up follow-ups. You can choose when reminders should be sent—on the due date or a few days after (e.g., 3, 7, or 14 days). Once selected, confirm the pop-up to save your reminder schedule, and that's it.