Invoice reminder is a great tool that enables you to follow up on your outstanding invoices and send invoice reminders whenever a due date is approaching.
With the invoice reminder tool, you can collect payments on time and track your outstanding invoices closely.
How do I enable the invoice reminder?
To activate the invoice reminder, you can follow the steps below:
- Login to your Deskera account.
- Click on the Sell tab via the sidebar menu.
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-9.47.24-AM.png)
3. The system will direct you to the Sell Record - Quote page.
4. Click on the Invoice tab.
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-9.49.31-AM.png)
5. In the Sell Record - Invoices page, click on the Invoice Reminder button. This action will open a dialog box.
6. Fill in the fields in the dialog box as shown:
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-9.51.52-AM.png)
- Enable the Invoice Reminder toggle
- Before/ On Due Date - Set the number of days before the system's due date to send out the invoice reminder by ticking the checkbox
- After Due Date - Indicate the number of days after the due date for the next invoice reminder
- You can also customize the number of days and times for the system to repeatedly send the outstanding invoices.
7. Click on the Email Preview button next to the before/after the due date header. This action will open the email template that the system will send to the customers.
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-9.59.45-AM.png)
8. Please note that you will have to fill in the email address manually. It's not auto-populated. Fill in as many email addresses as you want. Before you fill-in the following email address, add a comma (,).
** You cannot edit the subject and the email's body.
9. Close this tab and continue to save the invoice reminder.
Can I undo the invoice reminder?
Yes, you can disable the invoice reminder toggle to stop the system from sending out the invoice reminders configured earlier.
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-10.05.25-AM.png)
Can I edit the invoice reminder before and after the due date?
Absolutely.
To edit the invoice reminder before/after the due date, click on the invoice reminder button again.
![](https://www.deskera.com/care/content/images/2021/01/Screenshot-2021-01-06-at-10.27.30-AM.png)
You can edit the number of days and disable some of the checkboxes if necessary.
Congratulations! You have learned how to set the invoice reminder in Deskera Books+.