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Automated reminders for overdue invoices [Mobile]
Automated reminders for overdue invoices [Mobile]

How to set auto reminders for overdue invoices

Michelle avatar
Written by Michelle
Updated over a week ago

Automated reminders for overdue invoices can be set when the invoice is still in draft or when it is sent or marked as sent. Four automated reminders can be sent per invoice.

Notes:

  • If the automated reminder for an invoice is activated, make sure 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

Note: You can send up to 4 reminders. The number of days set will be relative to the due date.

Notes:

  • The reminder is sent at 7 am AEST on the day it is set to be sent.

  • Rounded will remember automated reminder settings on a client-by-client basis.

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