Sending Multiple Invoice Reminders

Sending Multiple Invoice Reminders

Late payments can disrupt your cash flow — but with Automated Invoice Reminders, you can stay on top of collections without the manual follow-up. With just a few clicks, send timely notifications to customers about unpaid or partially paid invoices and ensure you get paid faster.

Set Up Invoice Reminders:

1

Go to 9 Dots Menu > Store Settings > Module Configurations

2

Select Invoices

3

Enable the trigger for Partial/Unpaid Invoice Reminder

Enable Reminder Trigger

How to Send Reminders:

1

Navigate to Repairs > Manage Invoices

2

Use Invoice Status Filters to find unpaid or partially paid invoices

3

Select the relevant invoices

4

Click on the Bulk Action button

5

Choose Send Reminder

Send Reminder Screen

Customize Template:

1

A template will appear. You can customize the message according to your preferences.

Customize Message Template
2

(Optional) If you want to include the Invoice PDF in the email, select the option "Include the invoice PDF in email attachment."

Include Invoice PDF
3

Tap Send to deliver the reminder.