SalesVu allows you to automatically send payment reminders for unpaid invoices. You can configure how often reminders are sent, when they are sent, and how long reminders should continue after an invoice becomes overdue.
How to Configure Invoice Payment Reminders
- Log in to SalesVu.com
- Navigate to Quote & Invoicing
Click Invoice Reminders
Enable the Enable Invoice Payment Reminders toggle
Once enabled, additional reminder settings will become available.
Reminder Settings
Reminder Frequency
Specify how often payment reminders should be sent.
For example:
- Every 5 Days
- Every 2 Weeks
The first reminder will be triggered when the invoice reaches the configured age. For example, if the frequency is set to 5 days, the first reminder will be sent when the invoice is 5 days old, and additional reminders will continue every 5 days until the invoice is paid or reminders stop.
Maximum Reminder Count
Define the maximum number of reminders that can be sent for a single invoice.
Examples:
- 10 = Send up to 10 reminders.
- 0 = Unlimited reminders.
Reminder Send Time
Select the time of day when reminders should be sent.
All reminders are queued and sent using your location's local time zone.
Stop After Due Date + X Days
Optionally stop sending reminders after an invoice has been overdue for a specified number of days.
Example:
- 90 = Stop sending reminders 90 days after the invoice due date.
Leave this field blank if you do not want a due-date limit.
Email Subject
Customize the subject line that customers receive.
Example:
Payment Reminder - Invoice # %ORDER_ID%
Email Body
Enter the custom message that will be included in reminder emails.
You may use placeholders such as:
- %ORDER_ID% — Invoice Number
The invoice details and payment information will automatically be included in the reminder email.
Saving Your Settings
After configuring your reminder preferences:
- Click Save to apply the settings to the current location.
- Click Save for All Locations to apply the same settings across all locations.
Important Notes
- Reminders are only sent for unpaid invoices.
- Once an invoice is fully paid, reminder emails will stop automatically.
- The reminder frequency, maximum reminder count, and stop-after settings can be adjusted at any time.
- The first reminder is triggered when the invoice reaches the configured age (for example, 5 days after invoice creation when the frequency is set to 5 days).