Send an invoice and set up reminders

After creating an invoice you can send it directly to the customer. The system also lets you schedule automatic reminders for unpaid invoices.

Sending an invoice

1. Open the invoice via Invoicing → [invoice number].
2. Click Send by email. The customer's email address is filled in automatically.
3. Optionally adjust the subject line or the accompanying message in the email dialog.
4. Click Send. The customer receives an email with the invoice attached as a PDF.

Setting up automatic payment reminders

1. Go to Settings → Invoicing.
2. Enable Automatic reminders.
3. Set how many days before or after the due date a reminder should be sent (e.g. 7 days before the due date and 3 days after).
4. Click Save. Reminders are automatically sent for all outstanding invoices.