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Setting up the email template for automated overdue invoice reminder

Customise your automated overdue reminder email template

Written by Michelle

Automated overdue invoice reminders are sent to clients when an invoice is late. You can edit the email template that goes with these reminders, and the changes will be used for all future automated overdue invoice reminders.

  1. Go to Settings → Email templates.
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  2. Open the Reminders tab.
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  3. There are two templates:

    • Auto reminder before the invoice is due

    • Auto overdue invoice reminder
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  4. Edit the email content and add any merge tags to personalise it.
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  5. Click Save.

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

NOTES:

  • Click HERE for information about manually sending an overdue email reminder.

  • Click HERE to learn how to edit the default email sent with manual reminders.

Remember to download the Rounded mobile app!

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