Automatically send email reminder when invoice is coming due

Overview

Use Invoice Rover to automatically send reminder emails before an invoice is due. You choose the timing, email template, and customers the rule applies to.

Create the rule

1. Sign in to Benji Pays.
2. Go to Settings > Invoice Rover.
3. Select New Rule.
4. From Reminder type, select Invoice Due Reminder.
5. Select Send reminder when invoice is coming due.
6. Enter a clear name for the rule.

Configure the rule settings

7. Choose an English or French invoice-coming-due reminder template. Select Email Templates if you need to create a custom template.
8. Choose the rule period in days and the template to send. Select Add Period to add another reminder time.
   Important: Enter 0 days to send the reminder on the invoice due date.
9. In Customer, choose either the customers to include or the customers to exclude.
10. In Invoice settings, optionally use the memo-field setting to include or skip invoices based on text in the statement or invoice message.
11. Use Skip invoices with created date prior to to exclude invoices created before a chosen date. Leave the date blank to disable this setting.
12. Under Payment terms, enable all terms or select the terms that should be eligible. Invoices using disabled terms are skipped.
13. Set the Auto Pay status requirement to enabled or disabled, if needed.
    Important: Auto Pay is treated as enabled even if the customer does not have an enabled payment profile.
14. Under Email Settings, choose whether to attach the invoice PDF or QuickBooks attachments. You can also add CC or BCC recipients.

Finish and manage the rule

15. Confirm the rule is enabled, then select Save Changes.
16. Back on the Invoice Rover settings page, turn on Enable Reminders to activate your reminders.

Use the Actions area for each rule to enable or disable it, edit it, duplicate it, or delete it.

Check which rules apply to a customer

In Customer Rules Look Up, select a customer and click Look Up to see which reminder rules will be processed for that customer.

Watch the walkthrough: Open the Loom video