This guide provides all the essential information on configuring reminders for unpaid 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 “Template Design” on the left side panel of Easy Invoice+ and select “Invoice” from the “Change Template” dropdown menu.
Step 4: Click on “Reminder Settings”.
Step 5: You can customize the settings as you prefer. The available options to modify include:
- Send Automatic: By default, the setting is set to Off. You can change it to On.
- How many days after due date?: You can set the number of days to send a reminder after the due date.
- 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.
- BCC (Blind Carbon Copy): You can add the additional email address to reminders. This is invisible to your customers.
- Attachment Options: You can change this setting to add the invoice as a PDF file to your reminders.
- Email Content: You can change the email content.
Step 6: After making the necessary changes, click 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.