Quote reminders ask for a response to an offer. Payment reminders follow up an unpaid Invoice. Manage each on its own document.
1. Set Quote reminders
Open the Quote’s Automatic Reminders. Turn on Send reminders if the Customer hasn’t answered, then review the first and optional second reminder timing. The settings save when changed.
Check the saved schedule. Pause reminders when a phone call or separate conversation means the Customer is already responding.
2. Set Invoice reminders
Open the issued Invoice’s Payment reminders. If it has no due date, choose a Reminder start date, then Turn on reminders.
The schedule uses reminders on days 3 and 7, followed by an office follow-up on day 14. Review the actual Next reminder or Office follow-up shown for that Invoice.
Follow automatic Invoice reminders for the full payment workflow.
3. Pause and resume
Use Pause reminders while sorting out a query or payment arrangement. Use Resume reminders when follow-up should continue, then check the next action and time.
Recorded payments, allocated deposits and credits affect the remaining balance. Full settlement stops payment chasing.
4. Check uncertain results
Use Try again for an unconfirmed settings change. Open Earlier reminders to inspect the recorded history. If an earlier email result is uncertain, resolve it before sending another chase.
If a card payment is still being confirmed, use Check payment when offered. That checks the existing attempt; it does not charge the Customer again.