This guide provides all the essential information on setting up invoice reminders.
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 your Shopify store’s “Apps” section 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 the “Reminder Settings”.
Step 5: You can change/set the settings as you prefer. The settings you can change are:
- 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 e-mail subject here.
- Sender Name: You can change the sender name here.
- Sender E-mail Address: You can change the sender’s e-mail address here.
- BCC (Blind Carbon Copy): You can add an additional e-mail 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.
- E-mail Content: You can change the e-mail content sent to your customers.
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.