Welcome to our step-by-step guide on “How to Create a Reminder for an Invoice.” In this tutorial, we’ll show you the simple process of setting up reminders to ensure timely payments and efficient financial management.
STEP 1:
From the homepage, click on the sales icon.
STEP 2:
From the list of unpaid invoices, click on the one you want to create a reminder for.
STEP 3:
From the top corner, click on ‘Send Reminder’.
STEP 4:
Enter an email address, subject, message, and attach a document for the reminder. Then, click ‘Send’.
Conclusion
Congratulations! You’ve successfully learned how to create a reminder for an invoice using our user-friendly guide. Now you can streamline your payment collection process and enhance your financial organization.
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