In this article, learn all about automated reminders for invoices and how to set up your preferences.
Reminder schedule
By default, automated email notifications are enabled on all invoices. Bonsai sends client reminders on the following schedule.
1 week before due
1 day before due
1 week overdue
>2 weeks overdue
Note: Automated reminders will stop 16 days after the due date. After that, you will have to manually send reminders to your clients by clicking the 'Send Reminder' button on the invoice.
You can always see the recent reminders that have been sent on your behalf by looking at the Activity section of your invoice.
Setting your reminder preferences
To configure your reminder preferences for a project, simply navigate to your project and click on the 'Settings' tab. From here, scroll down to the Reminders section and select the checkbox. This option will ensure that all invoices created for the project will follow the preferences you have set up.
To make your selections on an individual invoice, use the dropdown that appears in the modal when sending an invoice via email.
To change your preferences on a specific invoice that has been sent, choose the 'Automation' option on your invoice. Toggle the checkbox that states 'send my client reminder emails when invoices on this project are about to be due or overdue' to disable or enable reminders.
For step-by-step instructions on how to disable reminders and send clients manual reminders, take a look at our article on Disabling automatic reminders for clients. This option can be used before or after an invoice is sent to a client.
If need additional support with invoice reminders, get in touch with Bonsai's Support team at support@hellobonsai.com.