You can send a Manual Payment Reminder as an action from the Dashboard. This allows you to quickly define an email to send immediately.
To send a manual payment reminder, complete the following steps:
- Find the invoice for which you want to send a reminder on the Open Invoices list.
- Select the Choose Action drop down list next to that invoice.
- Select Send Manual Reminder.
- If the customer has more than one invoice, you can select the one you want to use for the reminder from the first drop down list.
- Select a Reminder Template from the drop down list.
- You can preview the reminder.
- Select Send Reminder.