Key Takeaways
- Open Preferences and go straight to Invoice Settings.
- Pick how many days after the due date reminders should send.
- Save your choice to make it the new default.
- Let Billbooks add reminders to every new invoice.
- Change timing for one invoice when needed.
- Use reminders to nudge clients and speed up payments.
Keep your cash flow healthy by setting up automatic payment reminders in just a few easy steps:
Step-by-Step Guide
- Log in to Your Billbooks Account
- Start by signing in to your Billbooks dashboard.
- Navigate to Settings
- Look at the sidebar menu and click on Preferences.
- Go to Invoice Settings
- Within the Settings page, select the Invoice Settings tab.
- 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.).
- Save Changes
- Scroll down and click the Save Changes button to apply your changes.
- 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.
FAQs
Where do I find the payment reminder option in Billbooks?
Open the sidebar, click Preferences, and go to Invoice Settings. The Default Payment Reminder option appears there.
Can I choose how often reminders go out?
Yes. Pick the number of days from the dropdown menu and save the change to apply it.
Will this setting affect invoices I already sent?
No. It only works for invoices you create after saving the rule.
Can I change reminders for a single invoice?
Yes. You can edit reminder timing on any one invoice.
How do automated reminders help my business?
They reduce late payments and save time on manual follow-ups. This helps keep cash flow steady.
What should I check if reminders are not sending?
Confirm you saved the settings and added a due date to the invoice. Also check that the invoice was created after the change.
