How to Automate Invoice Payment Reminders?

You will often encounter situations where a client takes longer than expected to pay an invoice, requiring you to manually remind them of their outstanding balance.

Colib gives you peace of mind by automating this process.

To automatically send reminders to clients with unpaid invoices after a certain period, follow these steps:

1. Go to the Invoices section on your Settings page: https://www.colib.io/Settings?show=invoices.
2. Scroll down to the Automation section.
3. Enable the option "Automatically send a reminder if an invoice sent to a client has not been paid."
4. Once enabled, three new fields will appear:
   • Number of days between the last email sent   regarding the invoice and the reminder. (Must be a positive integer)
   • Email reminder content (English) (English version for english-speaking clients).
   • Email reminder content (French) (French version for french-speaking clients).

Important Considerations:

• Invoices with a "Paid", "On hold" or "Refunded" status will not receive reminders.
• A client may receive multiple reminders for the same invoice.
• The invoice will be attached to the reminder email.
• The invoice must have been sent to the client at least once to be eligible for a reminder.
• Information about the invoice reference and amount due will be automatically included in the email subject, e.g., [Reminder] Invoice G9C5H18E - $5.00.
• A button to pay the invoice will be automatically added to the email if your business settings allow it. . 

Example of an email sent: 

How to know if a reminder has been sent ?

1. Communication history section on the client page

Please read this article for more information :  https://help.colib.io/en/support/solutions/articles/153000233106-how-to-view-client-communications-emails-sms-delivery-status-

2. Invoice edit page

The top section of the invoice page displays information about the last time the invoice was sent to the client.