Automatic follow-ups for estimates and invoices

1 Turn them on

1. Open Settings → Automatic follow-ups.
2. Turn on Estimate follow-up and choose the days after sending (for example 3, 7).
3. Turn on Invoice reminder and choose the days after the due date (for example 1, 7, 14).
4. Click Save follow-ups.

Only documents sent after you turn this on get reminders.

2 Send one now

1. Open an estimate or invoice and choose More → Send reminder.