Create an Overdue Invoice Reminder Template for Research and Development with Ease

Overdue invoice reminder template for Research and Development

invoice email campaigns are a great way to ensure that you get paid on time by automatically emailing clients when they have an upcoming payment due or when their final payment is overdue busy clients appreciate reminders the first step to create an invoice email campaign is to make the email templates go to studio email and click on the templates tab click new template give the template a descriptive name and click create select a template type choose invoice final payment reminder or invoice passed due notice these are the only two types of email templates that work with invoice campaigns for this campaign we'll select invoice passed due notice we'll create three email templates to send to clients 1 3 and 5 days past the final due date in this first email template keep the default text or alternatively edit the subject line headline button text and email body use these tools to format your text add a link or bullet a list using variables is a great way to customize a template when shoot proof sends your email will automatically fill in the correct information in place of the variable once the email is complete click save repeat these steps for the other campaign templates now that the templates are ready build the campaign click on the campaigns tab then click new email campaign when creating an invoice email campaign be sure to build it as a custom trigger-based email campaign give your campaign a descriptive name and click next choose the first email template the trigger type and the number of days before or after the final payment due date that the email should send next select the contact listed on the invoice as the recipient optionally choose to be copied on the email click create campaign to add more emails to your campaign click more actions add new email and repeat the process choose the time of day you'd like us to send the emails emails that are scheduled to send on the day you assign them to an invoice will only send if you choose a time in the future always stay on top of email campaign activity by checking the sending today box here once the campaign is complete click assign to invoice and select the invoice or invoices you'd like to include in the campaign campaigns can also be assigned within an individual invoice just choose it from the drop down menu here to be sure all invoices use this campaign moving forward select the campaign from within your invoice template then each time you create an invoice from that template the campaign will automatically apply with invoice email campaigns there's no more need to chase down late payments let the emails do the work for you