Send a payment follow up email to your customers for their invoices that are overdue via IndusTrack.
Open the overdue invoice. You can access the invoice from either the Invoice tab of the customer’s Address Book or the Invoices Module. The invoice can also be opened from the Schedule Module via the Completed Jobs Report and the Estimates Module through the Invoiced Estimates.
From the Actions tab, select Send Reminder.
The Send Invoice window will come up.
The customer’s email will already be indicated in the recipient’s field. This is the contact email that has been added to the customer’s Profile. You can add more email addresses if you want to.
The Subject and Body fields will already be pre-filled. If you want to edit the contents, you can do so.
The contents that auto-populate the Subject and Body field are from the Invoice Reminder email template. The template is set up under the Templates Settings page.
Send the reminder.
The reminder will be sent to the customer’s email.