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Reminders before due date


Kian

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Hello

 

I want to ask you if there is a way to change the reminders notifications. Let's suppose that we have the following configuration:

 

First Overdue Reminder 1 day

Second Overdue Reminder 3 days

Third Overdue Reminder 7 days

 

All these reminders are send X days after the invoice due date. I want to send reminders X days before the invoice due date. Is it possible? I want to do something like that:

 

First Overdue Reminder -7 day

Second Overdue Reminder -3 days

Third Overdue Reminder -1 days

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Configuration > Automation Settings

 

From this page, look at one of the following:

Billing Settings > Invoice Generation

Billing Settings > Invoice Unpaid Reminder

 

The unpaid reminder is probably what you're after.

 

 

Try this:

Set the Invoice Generation to 7 days, then the Invoice Unpaid Reminder to 3 days. And the overdue notices could be set to 1 day, 3 days, and 7 days. This means the user would get the invoice 7 days before the official due date, then a reminder 4 days later. And then of course the overdue notices if they don't pay by the due date.

 

I recommend not reminding the customer so much though.

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