Clear Books can send a prompt email automatically to customers for invoices that are due for payment.

Step 1.

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

Email settings

Step 2.

Tick the check box Enable auto prompt 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 each email, or a summary of all emails sent if required. Emails are sent from the email address within Settings > Organisation > Details & tax.

The final option is to set the number of days in advance of the invoice due date you wish the email to be sent out to customers.

Technical support is available from Monday to Friday, 9 - 5.

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