Sending a payment reminder, and telling if a client has viewed an invoice

Support
1

How to send an invoice payment reminder?
How to confirm the client reiceved the previous invoice?

Many Thanks

2

Hi @amquick

You can set up automated reminder (see here), or you can send them manually. Even the automated ones can be set to approval first, but if you just wanted to send a one-off, you can use the “Send” option on the invoice itself if it’s overdue:

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There are two ways -

  1. If you have a Power User Subscription, you can view a log of sent emails which includes an email opened indicator. However, this can sometimes be a false positive due to the way emails are processed. These are found under Account Settings >> All Settings >> Audit

  2. If you’re only sending the emails without the PDF attached, your client will need to click a link in the email to view the invoice. This is then reflected on your invoice dashboard, and in the event log of the invoice itself.

Hope this helps!

3

Thanks, they receive the invoice from which email? Many Thanks

4

Hello @amquick

When you send emails from QuickFile the client would see them coming from mail@quickfile.co.uk

If they click reply the email would be routed back to the admin email on your account.