MoneyPenny helps you get paid faster by enabling you to set up Payment reminders which will be sent to your client if the related invoice is overdue. This can be done either automatically or manually.
To customize auto-reminders, go to Settings -> Reminders. Here you can see 3 types of reminders:
By default, these reminders are customized for 3 days, 14 days and 30 days after invoice due dates. They are switched off by default, so in order to switch them on, simply click on the related button:
To change the number of days (when a reminder should be sent) as well as the text of the accompanying email, click on the edit (pencil) button and change the email content as you wish.
In the printscreen above, for instance, this reminder will be sent to clients automatically if related invoices are 3 days overdue (on third day after due date).
Important: Even if you don’t set automatic reminders to be sent out to your clients, MoneyPenny will always send you an email reminder about the late payments.
You can send payment reminder manually for any invoices (except invoices with status “Draft” and “Paid”).
To do so, go to invoices list -> click on the dropdown menu at the end of the row of needed invoice -> click “Send Reminder”
Then email preview will open. Here you can change the text of the reminder and click ‘Send’ to send it to your client.