Automatic invoice reminders

Automatic invoice reminders let SortScape send follow-up messages for unpaid invoices automatically. This feature only applies to invoices created and managed in SortScape’s built-in invoicing system. It does not apply to Xero or QuickBooks Online invoices.

Getting started

• Go to Customer messaging > Invoices.
• Turn on Send automatic invoice reminders.
• Choose when messages should send and whether to send them by email, SMS, or both.

How it works

Invoice reminders are based on the invoice due date:

• Reminder schedules send before the due date.
• Follow-up schedules send after the due date. You can edit the send time, number of days before or after the due date, sender, message type, and template used for each schedule.

Managing reminders

• Edit the contact to turn Invoice reminders on or off for that customer.
• Use the invoice menu to turn reminders on or off for a single invoice.
• Edit your invoice email and SMS templates from the Notification templates section.

Important notes

• Only sent, unpaid invoices can receive reminders.
• If an invoice is marked paid, reminders stop automatically.
• Email reminders require an email address on the contact.
• SMS reminders require a mobile number on the contact.
• SMS messages are only sent between 7:00am and 9:30pm.