Invoice Reminders
The Invoice Reminders feature in Adviseraide automates the process of following up on overdue invoices. When turned on, the system monitors the due dates on your invoices and sends a reminder email to the customer when an invoice becomes overdue. This helps you stay on top of collections and reduces the time you spend manually chasing unpaid bills.
How Invoice Reminders Work
- Automatic notifications - When an invoice reaches its due date and remains unpaid, Adviseraide automatically generates a reminder email to the client. The email includes a pdf file attached with the invoice number, amount outstanding, due date and a link for your client to view the invoice online.
- Multiple recipients - A copy of the reminder is sent both to your client and to the Adviseraide email address configured under Company Settings. This ensures your team can monitor which invoices are overdue and follow up if necessary.
- Continued reminders - Reminders continue to be sent on the schedule you define until the invoice is marked as paid. If you do not record a payment against an invoice, the system will assume the invoice remains outstanding and will keep sending reminders.
Important Note About Payments
The system uses the invoice's paid amount decide whether or not to send a reminder. If you do not apply payments to invoices, reminders will continue to go out. Make sure you record payments promptly. As soon as a payment is entered and the invoice balance is cleared, Adviseraide stops sending reminders.
Creating Invoice Reminders
Navigate to Settings → Invoices → Reminders and click on the Add Invoice Reminder button
Following reminder screen will appear
Here you can:
Choose when reminders are sent – Select how many days after the invoice’s due date the reminder should be sent.
Customize the email content - Edit the subject line and body of the reminder email to suit your tone. Include variables such as the invoice number, client name and outstanding balance so each reminder feels personal.
Save your changes – Click Save to create the reminder
By default all new accounts come with the following 4 reminders already created.
1. Send invoice reminder when the invoice is due in 3 days2. Send invoice reminder when the invoice is overdue by 7 days3. Send invoice reminder when the invoice is overdue by 14 days4. Send invoice reminder when the invoice is overdue by 21 days
Disable Invoice Reminders
If you don't want Adviseraide to send emails for overdue invoices, you can simply delete or disable the reminders.
To Delete: Click on the icon highlighted in the screenshot below.
- To Disable: Open the reminder and toggle off the “Reminder Enabled” flag.
