How to send auto reminders

Clear Books can send a reminder email automatically to a customer for overdue invoices.

Step 1.

Navigate to Contacts > Emails > Email Settings to set up automatic sending options.

Step 2.

Tick the check box Enable auto reminder and then click on the Save button.

All existing customers on Clear Books will automatically be opted in for the reminders however any new customers you now add will be opted out by default.  Edit customer's details to opt them in/out.

You can also tick the check boxes to receive a copy of the reminder emails, or a summary of all reminder emails sent if required. Emails are sent from the email address within Settings > Organisation > Details+tax

The final option is to repeat sending the reminder email every X number of days after the first reminder is sent.

Note to new users: If you want all customers opted in it is recommended that, when setting up your Clear Books account, you add or import all your customers first before using any of the reminder settings.