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Setting up the email template for manual overdue invoice reminder

Customising your manual overdue invoice reminder email

Written by Michelle

When you manually send an overdue invoice reminder through Rounded, an email is sent with it. You can customise this email template.

  1. Go to Settings → Email templates.
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  2. Open the Reminders tab.
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  3. Scroll to Manually sending a reminder template.
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  4. Update the email content and add merge tags if needed.
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  5. Click Save.

This template will be used for all future manual reminders. You can still tweak the email before sending, but those edits won’t change the saved template.

NOTES:

  • For information about how to set automated reminders to clients about overdue invoices, click HERE.

  • To learn more about how to edit the default email sent with automated reminders, click HERE.

Remember to download the Rounded mobile app!

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