Automated reminders for overdue invoices can be set when the invoice is still in draft or when it is sent or marked as sent. Reminders before the due date can also be sent. You can also set the time when the reminders will be sent out. Four automated reminders can be sent per invoice.
Notes:
If the automated reminder for an invoice is activated, please ensure it is marked as paid if the money is received before the due date, or the automated reminder will still be sent.
If payment is accepted via Stripe or PayPal, Rounded will automatically mark the invoice as paid when the payment is received, and the automatic reminder will be deactivated.
Set-Up
If you are new to Rounded, the default setting for automated reminders is inactive.
1) Create a new invoice by tapping the Invoice icon
or via the Invoices tab
then tap the plus icon
Or open an existing draft or outstanding invoice
2. On a draft invoice, scroll down to enable the auto reminders
Or on a sent invoice, tap on No auto reminders
3. Click the switch to enable the auto reminder
4. Click the + (plus) sign to create additional reminders
And choose how many days
5. Set the time you want it to be sent
Notes:
You can send up to 4 reminders. The number of days set will be relative to the due date.
Rounded will remember automated reminder settings on a client-by-client basis.
Auto reminders can be turned off at any time.
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