To send a reminder email to customers whose Invoices are overdue, follow the steps below.
Tip: An automatic reminder is also sent to clients every seven days.
- Vagaro Pro App (next)
- Web Version
Vagaro Pro app
- 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.
- 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.)
- You can create a new invoice from this page, as well. Tapping Create Invoice takes you to the checkout page to begin the process.
- Tap an invoice to view the details. (You can also tap View from the Action menu.)
- Tap the Action menu (3 vertical dots) on an invoice with a status of Sent or Overdue and then tap Send Reminder.
- 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. - The customer can add a tip, if wanted. They may be asked to enter credit card information, including billing address.
- To confirm the payment, they'll tap Pay Invoice.
Web Version
- Navigate to Settings > Things We Sell > Invoices.
Use Search and the Status filter to limit the list of invoices.
- 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. - 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.
- You can create a new invoice from this page, as well. Click Create Invoice to go to the checkout page to begin the process.
- Use the status drop-down menu to show invoices with the selected status.
- Click View from the Action menu (3 vertical dots) to see the invoice detail.
- Select an invoice with a status of Sent or Overdue and click the Action menu.
- Click Send Reminder.
- 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. - The customer can add a tip, if wanted. They may be asked to enter credit card information, including billing address.
- To confirm the payment, they'll click Pay Invoice.
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