How to Set Up Automated Payment Reminders in Billbooks

Keep your cash flow healthy by setting up automatic payment reminders in just a few easy steps:

Step-by-Step Guide

1. Log in to Your Billbooks Account
   • Start by signing in to your Billbooks dashboard.
2. Navigate to Settings
   • Look at the sidebar menu and click on Preferences.

3. Go to Invoice Settings
   • Within the Settings page, select the Invoice Settings tab.

4. Set Default Payment Reminder
   • Under Invoice Settings, locate the Default Payment Reminder option.
   • Click the dropdown menu to choose how many days after the due date you’d like the reminder to be sent (e.g., every 7 days, every 15 days, etc.).

5. Save Changes
   • Scroll down and click the Save Changes button to apply your changes.

5. Apply to Invoices
   • The selected reminder setting will now be automatically applied to all new invoices you create going forward.

Notes

• You can always customize reminders for individual invoices if needed.
• Automatic reminders help reduce late payments and keep your clients on track.