Send Reminders for Overdue Invoices

To send a reminder email to customers whose Invoices are overdue, follow the steps below. 

• Vagaro Pro App (next)
• Web Version

Vagaro Pro app

1. Navigate to More > Settings > Things We Sell > Invoices.
   
   Invoices display in date order and show the customer name, invoice amount, invoice date and number, and status.
   
   
   1. You can search for 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.)
   2. You can create a new invoice from this page, as well. Tapping Create Invoice takes you to the checkout page to begin the process.
2. Tap an invoice to view the details. (You can also tap View from the Action menu.)
3. Tap the Action menu (3 vertical dots) on an invoice with a status of Sent or Overdue and then tap Send Reminder.
   
4. The customer's email address is selected by default.
   If wanted, enter additional email addresses, separating each with a comma, and tap Send when you're ready.
   
   The customer receives a detailed copy of the Invoice which they can pay by tapping Pay Invoice in the email.
   
5. The customer can add a tip, if wanted. They may be asked to enter credit card information, including billing address.
   
6. To confirm the payment, they'll tap Pay Invoice.

Web Version

1. Navigate to Settings > Things We Sell > Invoices.
   
   Use Search and the Status filter to limit the list of invoices.
   
   
   1. 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.
   2. You can search for 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.
   3. You can create a new invoice from this page, as well. Click Create Invoice to go to the checkout page to begin the process.
2. Click View from the Action menu (3 vertical dots) to see the invoice detail.
3. Select an invoice with a status of Sent or Overdue and click the Action menu.
   
4. Click Send Reminder. 
5. 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.
   
6. The customer can add a tip, if wanted. They may be asked to enter credit card information, including billing address.
   
7. To confirm the payment, they'll click Pay Invoice.