How to Manually Send Overdue Email (New Vers.)

Learn how to manually send overdue emails to customers to remind them of outstanding payments.

1. Click on Sales and select 'Sales Invoices'

2. Tick the checkbox on those invoices you wish to process

3. To filter all overdue invoices, select the settings button

4. Select the status to overdue and click on apply

5. To select all invoices at once, click the checkbox at the top of the column header

6. Click on Send Overdue Reminder

7. Click 'Confirm' to send the overdue reminder emails to the respective recipients.

(Ensure that the invoices contain the recipient's email)

8. To set the email for the invoices, click on the three-dot menu

9. Click on Edit

10. Ensure that the correct email is set

11. If it is not, click on 'Edit Customer'

12. Enter the email and click on confirm

13. Click on save