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:

  1. Find the invoice for which you want to send a reminder on the Open Invoices list.
  2. Select the Choose Action drop down list next to that invoice.
  3. Select Send Manual Reminder.

  1. 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.
  2. Select a Reminder Template from the drop down list.
  1. You can preview the reminder.
  2. Select Send Reminder.