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Setting up the email template for manual overdue invoice reminder
Setting up the email template for manual overdue invoice reminder

How to set up the email template with a manual overdue invoice reminder

Michelle avatar
Written by Michelle
Updated over a year ago

You can send a reminder for an overdue invoice manually. All reminders sent via Rounded are accompanied by an email that can be edited at a template level.

Access the email template section via Settings > Email templates

Then click the Reminders tab and scroll down to Manually sending a reminder.

Edit the email as required using the merge tags to personalise it.

Click SAVE to save changes.

This email template will now accompany all future manual overdue invoice reminders. The email can also be edited before sending as required, but any changes at the individual email level will not affect the email 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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