Create Your Invoice Reminder Template for Engineering Effortlessly

Invoice reminder template for Engineering

welcome to invoice Sherpa in this video we'll explore the platforms invoice reminders section and particularly focus on the create reminders tab within this tab you have the ability to create reminders at an invoice level credit memo and a monthly statement level if you have created any custom groups in the customers section when creating either one of the three reminders please select the appropriate group if you have no custom groups will always be the customer group defaults in order to create a reminder click on the blue Banner at the center of your screen you will then be presented with three options either to create a ready reminder a due reminder or a paid reminder on the ready reminder you have the option to send dies by email or SMS if you've now created templates simply click on the plus label your template press create we have some Advanced values as well that you can simply drag and drop as you so wish the text is free text simply delete if you're not happy with the text that's provided and enter your own preference your customer will present you with the invoice number the amount that is due and the due date they have the ability to pay the invoice directly from the reminder and download a PDF copy if they wish to do so now the footer will be your company details which we'll explore later in the settings tab once you're happy with all of these takes we can style the template to your own company branding by simply clicking any of the colors within the palette range that we have alternatively if you know the hex number drop in your HEX number and you can apply that color range to the template once you're happy with everything simply go ahead and press save confirmation in the top right hand corner that the template has been saved when we return back to the reminder flow the template is now here for us to use at any given time we want to make any edits to the template simply click on the pencil icon here and you can make those edits save and then once you're ready you can create the reminder for the invoice due you can either send it out prior to the invoice due by entering the number of days that you want to send out prior when the invoice is due and also if you want to enter any details in here or past you reminders you can go here the time and default is set to your location if you wish to change any details you can do so by on checking and modifying the details again follow the same process in creating the invoice due reminder as we did in the invoice ready select your template again any edits click on the pencil icon and then click create reminder for the paid thank you email exactly the same again create your template it's available any edits you can do so by clicking the pencil again and then we click reminder the process for creating memos is exactly the same the difference for monthly statements is upon creating a monthly statement you'll just pick the day that you wish within the calendar month for that monthly statement to go out for any questions on this section please feel free to utilize afaq section below here alternatively if you need to ask our support team any questions you can do so by checking here we hope you found this video informative and enjoyable once again thank you for choosing the invoice Sherpa as your trusted invoicing Solutions partner