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Setting up the email template for automated overdue invoice reminder

How to set up the email template for an automated overdue invoice reminder

Michelle avatar
Written by Michelle
Updated today

  1. Navigate to the email template section by clicking Settings > Email templates.

  2. Then click the Reminders tab > Automatic overdue invoice reminder.

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

  4. Click Save to save changes.

This email template will now be used for all future automated 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:

  • 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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