Invoice Reminders: How to Send Reminders to Your Customers

Keeping track of payments can be a pain, but Sole makes it a breeze! Here’s how to set up invoice reminders:

Automated Follow-Ups

1. Navigate to Settings: Go to Settings → Communication Preferences.
2. Set Reminders:
   • Invoice Due Reminder: Turn it on to send automatic reminders before an invoice is due.
   • Invoice Overdue Reminder: Turn it on to send reminders after an overdue invoice.
   • Quote Expiry Reminder: Turn it on to send reminders after a quote expires.

“Set it and forget it! Sole will do the nagging, so you don’t have to.”

Manual Follow-Ups

1. Navigate to Invoices: Go to the Invoices module.
2. Send Reminder: Click the three dots next to your invoice/quote and select ‘Send Reminder’.

“Need to give a gentle nudge? Do it with a click!”