How to Use Invoice Reminders in Inspect Point

Inspect Point’s “invoice reminders” allows you to automate invoice follow-up emails to streamline your collection process, and get paid faster.

Invoice Reminders Overview

• Invoice reminders must be turned on in order to send. They are not “on” by default.
• You can turn reminders off for an individual invoice if you wish.
• When turned on, invoice reminder emails send at 11 AM ET. 
• Reminders will send for all unpaid invoices (including invoices created prior to enabling reminders) that fit the parameters you set up. So for example, if you set a reminder for 30 days after the due date, if the current date is within 30 days of the due date, a reminder will send at that time. However, if the due date was more than 30 days ago, a reminder would not send for that invoice.

Turning on Invoice Reminders
To turn on invoice reminders, go to Settings → Invoice/Payments → Invoice Reminders.

Then, toggle on “Enable invoice reminders.”

Next, you can set-up your invoice reminders.

Click “ + Add Reminder” to add a reminder, or the trash can icon to delete any reminders you no longer need.

When adding a reminder, you can choose to send the reminder email on the due date, by selecting “On Due Date” from the dropdown, or you can select the number of days to send the reminder email either before or after the due date.

In this example below, if the invoice’s due date was Monday, October 31, this email would send Monday, October 24 at 11 AM ET:

Customizing the Invoice Reminder Email
We provide default email content that you can use for your reminder email. Note, this content is used for ALL reminders that go out. You can customize it as you wish. 

However, make sure to always include the {{ button }} tag, which displays a link for your customer to view your invoice. To do this, simply paste in {{ button }} where you would like to button to appear in the email.

You can also use these tags to display the following information:

{{ company_name }} - Your company name

{{ invoice_number }} - Invoice number

{{ recipient }} - Invoice/billing contact

{{ invoice_total }} - Amount of invoice

{{ due_date }} - Invoice due date

Customizing the Invoice Reminder Email
There may be a case when you do NOT want reminders to send out for a specific invoice. In this case, when you are creating or editing an invoice, simply click “Disable reminders” to turn reminders OFF for an invoice.

Reminder History

To view a history of all invoice reminders, scroll to the bottom of your invoice in the backend. Here, you’ll see a section titled “Communication History.”

In this section you’ll see who the reminder was sent to, what type it was (reminder, full invoice), any associated notes, and the date it was sent. 

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket through the "Submit a request" link above