Automated Account Due Reminders
In the Flower Store In a Box Dashboard, you can choose to enable invoice reminders to be sent automatically once invoices become overdue. This feature helps remind customers about their outstanding payments and encourages timely settlements.
What you can do here
- Turn on automated reminders for overdue invoices
- Choose a specific day of the week for reminders to go out
- Let the system send weekly reminders until an invoice is paid
- Stop a reminder from being sent on a specific invoice
Step by step
- Go to Settings > Advanced Settings > Invoicing Settings.
- Enable automated invoicing reminders.
- Select the day of the week you`d like reminders to be sent - choose a day that suits your business operations or when customers are more likely to respond.
- Save the settings as required.
- The system will now automatically send invoice reminders each week until the invoice is marked as paid.
- If you don`t want a reminder sent for a particular invoice, edit that invoice and select "Don`t Send Remainders" to exclude it from the automated reminder process.
Tips
- Pick a reminder day that gives customers enough time to act before the next billing cycle
- Check your invoicing settings occasionally to make sure they still match how you run your business
Ask the assistant
AI assistant support for this screen is coming soon.