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November 20, 2019
Question

Pls help - on my app when clicking send reminder it previews the message as if a new invoice ( text )

  • November 20, 2019
  • 1 reply
  • 3 views
No text available

1 reply

AlcaeusF
Level 14
November 20, 2019

Thanks for dropping by, user92415.

 

If you're referring to the default email message when sending an invoice reminder, you can go to the Account and Settings section and update the information.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Go to Sales.
  3. Under Reminders, update the email message (see screenshot below).
  4. Hit Save, then press Done.

 

To learn more about setting up reminders, I recommend the following article:

 

Send email payment reminders for your invoices.

 

As always, I want to make sure everything is taken care of, so if you need more help leave a comment down below.