This guide provides all the essential information on configuring reminders for unpaid invoices in Easy Invoice+.
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: From the dashboard, click on Template Design.
Step 4: Click on Reminder Settings.
Step 5: Customize Your Reminder Settings
Scheduling Section
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Send Automatic: Set this option to On to enable automatic reminders. By default, it is set to Off.
- How many days after due date? Define how many days after the invoice due date the reminder should be sent.
Note: Only one reminder can be sent automatically. However, you can manually send invoice reminders as often as needed.
Delivery & Sender Section
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Email Subject: Customize the subject line of the reminder email.
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Sender Name: Specify the name that appears as the sender.
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Sender Email Address: Enter the email address from which reminders will be sent.
- BCC (Blind Carbon Copy): Optionally, add a secondary email address to receive a copy of the reminder—this will not be visible to the customer.
Attachments & Content Section
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Attachment Options: Enable this setting to attach a PDF version of the invoice to the reminder.
- Email Content: Customize the body text of the email.
Step 6: 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!