Setting Overdue Reminders

Reminding clients about overdue payments can be really uncomfortable. Sometimes, you can even forget to send a reminder. Payment reminders in Active Collab solve this problem by allowing you to send automated reminder messages.

Enabling Overdue Reminders #

1

Open System Settings.

2

Click Edit Invoicing Settings.

3

Turn on Automatic invoice overdue reminder.

4

Set the time after which Active Collab sends a reminder to clients.

5

Set Then repeat every and choose the frequency.

6

Customize the Reminder message.

7

Click Save Changes.

After you’ve enabled overdue reminders, Active Collab will automatically send the reminder email with the invoice PDF in the attachment.