# Reminder on Invoice

The Invoice Reminder feature in AgencyHandy enables users to configure reminders for upcoming, due, or overdue invoices, ensuring clients are notified on time.

### **What:**

This feature allows agencies to automate or manually send reminders for open invoices using recurring or sequence templates.

### **Purpose:**

* Ensure timely payments by keeping clients informed.
* Minimize overdue payments with proactive reminders.
* Streamline payment management through automated notifications.

### **Pre-conditions:**

* The invoice must have a **due date** and **open status** for reminders to function.
* Administrative access to configure invoice reminder settings.

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### **Steps to Use:**

1. **Log In to Your Account:**
   * Access your AgencyHandy account using your credentials.
2. **Access Invoices:**
   * Click the **Invoices** button from the left column to view the list of invoices.
3. **Open Reminder Settings:**

   * Click the **Settings** button at the top right corner.
   * Scroll to the bottom of the **Template** section on the left.

   <figure><img src="/files/AFvQC7fACQ4MxqHaKiDu" alt=""><figcaption></figcaption></figure>
4. **Edit Reminder Settings:**
   * Click the **Edit** button to open the modal page.
   * Select the **Reminder Type**:

     * **Sequenced Reminder**: Create a sequence of reminders.
     * **Don’t Send Reminder**: Disable reminders for the selected invoice.

     <figure><img src="/files/z4iiTdojo7nMKcAp1gXF" alt=""><figcaption></figcaption></figure>
5. **Configure Reminder Details:**
   * Choose the reminder template (e.g., "Upcoming Invoice Payment Reminder").
   * Set the **remind date** (e.g., 3 days before or after the due date).
   * Specify whether the reminder triggers **before or after** the due date.
6. **Add or Delete Reminders:**
   * Add multiple reminders by clicking the **+ Add Another Reminder** button.
   * Remove reminders by clicking the **Delete** button next to them.
7. **Update Active Invoices:**

   * Tick the box to **apply reminder settings to currently active invoices** if required.

   <figure><img src="/files/fBxfz7BkLhD8AhDT4iLi" alt=""><figcaption></figcaption></figure>
8. **Save Changes:**

   * Once all configurations are complete, click the **Update** button to save and apply the changes.

   <figure><img src="/files/r2GcSB1qdOtzyJ4J3a7t" alt=""><figcaption></figcaption></figure>


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