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How to Send Reminders for Invoices and Orders
How to Send Reminders for Invoices and Orders
Updated over a month ago

You must have "Full Access" or "Limited Access - Financials" permissions.

Invoices

  1. From the left navigation menu, click Financials > Invoicing.

  2. Click Filter by Status to include Open, Past Due, or both statuses.

  3. Select the invoices and click Send Reminder.

  4. Enter a message and click Send Reminder.

Orders

  1. From the left navigation menu, click Financials > Orders.

  2. Use the Search bar or Filters to find the needed order.

  3. Click the Sale number.

  4. In the upper-right corner, click Send Reminder.

  5. Enter a message and click Send Reminder.

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