Payments Reminders in Invoices

Payments Reminders in Invoices

What are Payments Reminders used for? 

Allows okke to automatically notify your customers when their invoices are overdue so that you can get paid for your work on time.


Setting up Reminders

  1. Select Settings from the side menu
  2. Under Invoicing & Sales > Reminders, select Configure


 
  1. Select the number of days that you prefer to Send reminders after (1, 3, 7, or 21 days)


 
  1. On the invoice screen by default, you will see the ‘Enable reminders’ toggle ON.


 
The payments reminders will be sent automatically for all overdue invoices according to the time set.


Example payment reminder email
 


Please note:
  • Payments reminders only will be triggered when the invoice has a Due date and is sent through okke, just ‘Finalised’ or Mark As Sent’ is not enough to send this notification automatically
  • Payments reminders are switched on by default for all invoices after 3 days of the due dates, however, you can switch it off for:
    • An individual invoice by disabling the toggle ‘Enable reminders’ on the invoice screen

 
  • All invoices by disabling the toggle ‘Enable reminders for all invoices by default’ under Settings > Invoicing & Sales > Reminders > Configure


 
  • As soon as a payment reminder has been sent, you will see it on the invoice screen:



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