How to Streamline Payments with Automated Invoice Reminders in GoHighLevel

What’s New?

• Create multiple reminders with ease by adding new ones and conveniently toggling them on or off as needed.
• Delete a reminder if needed
• Customize the number of reminders, personalize email notifications, and adjust the sending schedule based on the invoice due date or dispatch date.

How to use it?

• Go to Settings within Invoices

• Click on Reminder Settings

• Configure below details for every reminder:

1. Reminder Name
2. Reminder Template for Email and SMS – Use existing or edit an existing template and create a new one on the go!
3. Edit the Subject of your email
4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
5. Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder
• Delete a reminder if needed or just turn it off using a toggle