Set up invoice reminders
Send a reminder on overdue invoices automatically, with a link to pay online.
Table of Contents
Create a workflow with On a schedule, or with an invoice trigger.
Filter to unpaid invoices of a certain age.
Send an email or text with the payment link.
Test, then click Publish.
Check Outstanding invoices and Aged Debt to see the effect.
Up next
Next, read Set up debt collection messages.