This guide provides all the essential information on configuring reminders for custom invoices.
Step 1: Log in to your Shopify account.
Step 2: Navigate 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 the Orders tab.
Step 4: Click on the Custom Invoice tab, then click the Reminders button.
Step 5: Click the Add Reminder button.
Step 6: Customize the reminder settings as needed. You can modify the following fields:
- Title: Set the email title.
- When: Choose whether the reminder is sent Before Due Date or After Due Date.
- How many days?: Define the number of days before or after the due date to send the reminder.
- E-mail Subject: Edit the email subject line.
- Sender Name: Enter the name that will appear as the sender.
- Sender E-mail Address: Set the email address from which the reminder will be sent.
- Send a separate copy to this email address: Optionally add an internal email address to receive a copy (invisible to customers).
- Mail Content: Customize the body of the email message.
Step 7: Once you’ve made your selection, click the Save button at the top center of the screen to apply your changes.
Need Additional Help?
If you’re still experiencing issues, feel free to reach out to our support team:
- Visit the Help Center section within your Easy Invoice+ dashboard to create a ticket
- Or click here to email us directly.
We’re always happy to help!