Automated payment reminders sent to your clients are the best way to ensure your invoices are paid promptly. Here's how to set them up.
Set your payment reminder interval
To start using payment reminders, go to Settings > Accounts and set the Payment Reminders interval. Syngency will then send a reminder email on the day your invoice is due, and another every number of days entered in the field.
For example, if the dude date of the invoice is July 1st, your client will receive an email on the 1st, the 7th, the 14th, etc.
Create your email template
Next you'll create the email template which is used when sending the payment reminder to your client. Go to Settings > Templates and select Payment Reminder from the template list.
You can use something similar to the following as a starting point:
<p>Hello,</p>
<p>This is an automated email to notify you that invoice {{ booking.invoice_number }} is now {{ booking.invoice_due_status }}.</p>
<p>Please ensure this invoice is promptly paid.</p>
{% if booking.payment_url %}
<p><a href="{{ booking.payment_url }}">Pay this invoice now</a>.</p>
{% endif %}
<p>Thank you,</p>
<p>{{ agency.name }}</p>
Your client will then receive an email similar to this. Ask our support team to help you with any additional content or styling you'd like to add.
