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.

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.

   
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.

     
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.

   
8. Save Changes:

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