I would like to have my overdue invoice reminders sent automatically, but I am unclear about what will happen when there is more than one contact on the account.
Does it send it to the primary contact or all contacts. I would also like to be able to CC the reminder to myself and also attach the PDF by default. I know that when I send the reminders manually that I can tick the relevant boxes, but it would be even better to be able to do this automatically.
The automated reminders are sent to the primary contact only. There isn’t an option to CC anyone (including yourself) at the moment. I know this has been raised for recurring invoices, but I don’t believe it has for reminders.
That’s a shame. I guess I will have to stick with manually sending reminders unless these options are brought in for the automatic reminders.
If you just switch off “auto-send reminders” you can manually approve and send to whichever recipient(s) you like.
When an overdue reminder is ready it will appear on the dashboard, you can then review and send.
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