After having automated reminders set for various days after invoice is due, you may wish to contact your customer directly, you can create an Invoice Reminder to have an internal task to be managed through the Web Portal.
Click here to create your Invoice Task Reminder.
Below is a suggested template of an Invoice Task Reminder;
The wording in square brackets are where placeholders can be used to bring in the information from the invoice that has been created.
When adding this wording to your template use Ctrl + Space to replace the square bracket information with a Formitize placeholder.
Follow up for invoice that is still outstanding:
Client | [billing name]
Invoice Number | [invoice number]
Amount Outstanding | [invoice amount remaining]
Due Date | [invoice due date]
