Automated payment reminders

Light Blue can send automatic email payment reminders to your clients when a payment is due for an invoice.

Payment reminders are set up in your payment schedules. Even if you don’t want to ask your clients to pay your invoices in instalments, you can still use a payment schedule: you can have a payment schedule with a single “100% of the remaining balance” instalment.

You can send a payment reminder before the due date, on the due date, and every X days after the due date if it hasn’t been paid yet. You can select a different email template for each type of reminder if you want to use different wording, or use the same template for all of them.

Light Blue will cancel any remaining reminders for an instalment once its been marked as paid, either by your client paying it online or by you manually marking it as paid in Light Blue.

We recommend setting up your automated payment reminders in your payment schedule templates, because that means that your reminder will automatically be applied to any new sale that uses that template. You can find out more about how to set up payment schedule templates in this knowledgebase article.

Your payment reminders will be sent out automatically by our servers when they’re due, so you don’t need to have keep the Light Blue app running to make this happen. A copy of the reminder email will be stored in the “Activity” panel for the Sale, and you can see all of the emails that you’ve sent in the Outbox.

Payment reminders include a link to view the invoice online, so Light Blue automatically makes invoices available online when you click the “create invoice” button. Online invoices use a randomly generated ID in their URL so clients will only be able to see an invoice if you send the link to them or set up payment reminders. The online version of the invoice is automatically updated as soon as you make any changes to it in Light Blue and it syncs to your account.

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