Resending, Invoice Reminders, Share via Email


Want to resend an invoice to a customer, or send an invoice to someone else for review? 

To resend an invoice: 

  1. Go to the Invoice List View
  2. Click on the three dot menu.
  3. Select Send Reminder or Share via Email
    1. Send Reminder- Send a reminder to the initial recipient and any other email address you like for payment.
    2. Share via Email - send a PDF copy of this email with anyone. There will not be a link to pay the invoice. 

reminders_share_via_email.jpg

4. Enter the recipient's email address, and copy yourself if you like.

Viewpost sends out automated reminders, three days before and five days after the invoice due date. 

  • If your invoice is Due Upon Receipt or has terms less than five days these reminders are not applicable
  • They are automated. 
  • There are only two of them. 
  • If your customer paid the invoice outside of our system, yet it still looks open and due on Viewpost, they will get a reminder. 
  • You may 'Record Payment' on an invoice, to prevent this from occurring. 
  • Click here to learn about 'Recording Payment'. 

Was this article helpful?
0 out of 1 found this helpful
Powered by Zendesk