This guide provides all the essential information about configuring reminders for custom invoices.
The “Reminders” feature is only available for the Advanced and Enterprise subscriptions.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to the “Apps” section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click on “Custom Invoicing” on the left side panel of Easy Invoice+ and select “Reminders”.
Step 4: Click on the “Add Reminder” button.
Step 5: You can customize the settings as desired. The available options to modify include:
- Title: You can change the email title here.
- When: You can change when the reminder will be sent, you can select “Before Due Date” or “After Due Date”.
- How many days?: You can set the number of days to send a reminder.
- E-mail Subject: You can change the email subject here.
- Sender Name: You can change the sender name here.
- Sender E-mail Address: You can change the sender’s email address here.
- Send a separate copy to this email address: You can add the additional email address to reminders. This is invisible to your customers.
- Mail Content: You can change the email content here.
Step 6: After making the necessary changes, click on the “Save Changes” button in the top right corner.
If you have any additional questions, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us with your query.
We are always here to help.