Unpaid invoice reminders are a great way to ensure that your outstanding invoices for products, packages, and regular invoices get completed & paid by your clients.
Creating a reminder
The creation of an invoice reminder is done via a Smart Action.
Trigger: Payment is due
Action: Send a reminder to yourself / the client
In order to set the reminder for a payment, you'll need to edit the package, product, or invoice and create a new Smart Action. This can be done at the bottom of the payment page. When you create the Smart Action it will look something like this as a final result:
Send a reminder to you: If the payment is due after a certain period of time and remains unpaid.
Send a reminder to the client: this will send a client a reminder if the payment is not paid.
Send a reminder to myself: this will send you (the admin) a reminder if the payment is not paid
If you'd like, it's possible to create multiple reminders that will trigger over a period of time if the invoice still has not yet been paid.
The sending of a reminder
The actual reminder sent to a coach and/or client would look like this:
Based on the implementation of this feature, the invoice reminder will be sent if the invoice payment fails or is open and will be triggered if past the set due date of the payment.
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