Send individual email reminders from the invoice menu

From the invoice overview, click on an invoice to open the invitation screen.

1. Select the bell icon to display a preview of the email message
2. Click send reminder 1 or select another reminder mail type

Within the email reminder, you can configure the following fields:

• From: The sender of the email. A different sender address can be configured per invoice profile (optional).
• To: The recipient of the email.
  • You can edit the recipient for a specific invoice.
  • This change only applies to the selected invoice.
  • The customer’s stored email address remains unchanged.
• Cc: An additional recipient. This can only be configured at customer level.

Send multiple email reminders from the invoice menu

To send multiple invoice reminders at once:

1. Select one or more invoices in the invoice overview.
2. Click Share to open the dropdown menu.
3. Under the Reminders section, choose one of the following options:
   • Next reminder: Automatically sends the correct reminder (1–4) based on the last reminder sent for each invoice.
   • 1 | 2 | 3 | 4: Sends a specific reminder level to all selected invoices, regardless of their current reminder status.
     • The reminder level will be reset to the selected level for all chosen invoices.
   • Via SMS: Sends a reminder by text message to customers with a valid mobile number.
4. A confirmation window will appear with the number of invoices to send a reminder.
5. Click Yes to send the reminder mails.

Selecting invoices

The invoice overview is limited to 500 invoices at a time.
When you select all invoices at once, you can choose to perform an action on:

• Only the 500 displayed invoices, or
• All invoices that match your current filter.

A dialogue will notify you about this option.
To select all remaining invoices that are not displayed, click: "Include remaining items in the system."