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How to send payment reminder emails automatically in Biz Invoice

When creating your invoice template, you can set Biz Invoice to automatically send out a reminder email 3, 7 and 14 days past the invoice due date.

Toggle Yes for ‘Auto send payment reminders’.

You can change the default to ‘Yes’ for auto send payment reminders under Settings. Scroll down to ‘Default Invoice options’ and select your preferred option.

If you would like to send a reminder for a created invoice:

1.Select your unpaid or overdue invoice you want to send a reminder for

2.Click More Actions drop down

3.Click Send reminder

Tip: Check email address

4.Click Send
 

Tip: To navigate back to Westpac Live accounts dashboard select Overview


For more help, watch the video below