Follow the steps below to send a reminder email to customers whose invoices are overdue.
Tip
An automatic reminder is also sent to clients every seven days.
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Vagaro Pro App (next)
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Navigate to
→ → → .Invoices display in date order and show the customer name, invoice amount, invoice date and number, and status.
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You can search for the Invoice number, invoice amount, date, and customer name by entering all or part of any. (If you search for a number, it could show the date, amount, or invoice number in the resulting list.)
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You can create a new invoice from this page, as well. Tapping Create Invoice takes you to the checkout page to begin the process.
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Tap an invoice to view the details. (You can also tap View from the Action menu.)
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Tap the Action menu (3 vertical dots) on an invoice with a status of Sent or Overdue, and then tap Send Reminder.
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The customer's email address is selected by default.
If wanted, enter additional email addresses, separating each with a comma, and tap Send.
The customer receives a detailed copy of the Invoice, which they can pay by tapping Pay Invoice in the email.
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The customer can add a tip if wanted. They may be asked to enter their credit card information, including their billing address.
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To confirm the payment, they'll tap Pay Invoice.
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Navigate to
→ → .Use Search and the Status filter to limit the list of invoices.
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Use the status drop-down menu to show invoices with the selected status.
The default is All. You can send reminders for invoices with a status of Sent or Overdue.
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You can search for the Invoice number, invoice amount, date, and customer name by entering all or part of any. (If you search for a number, the result might include the date, amount, or invoice number.) Click Search after making your entry.
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You can create a new invoice from this page, as well. Click Create Invoice to go to the checkout page to begin the process.
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Click View from the Action menu (3 vertical dots) to see the invoice detail.
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Select an invoice with a status of Sent or Overdue and click the Action menu.
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Click Send Reminder.
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If wanted, enter additional email addresses, separating each with a comma, and click Send when you're ready.
The customer receives a detailed copy of the Invoice , which they can pay by clicking Pay Invoice in the email.
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The customer can add a tip if wanted. They may be asked to enter their credit card information, including their billing address.
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To confirm the payment, they'll click Pay Invoice.
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