Monograph allows you to streamline the invoicing process by sending email reminders to prompt clients regarding outstanding invoice payments.

🚨 Anyone who has "Can Edit Invoices" permissions enabled can set up automated email reminders.

To set up automated email reminders for an invoice, navigate to the Money tab and select the invoice you want to configure. Open the Preview page for the invoice, then click on Reminder Emails in the menu panel to set up the automated reminders.

Once enabled, you can decide the timing of when the reminder emails should be sent before the invoice is due, when the invoice is due, and after the invoice is due, as well as using the drop-down to add the contacts who should receive the reminders.

After automated invoice reminders are enabled for an invoice, any subsequent invoices for the same project will default to the same reminder timing and email recipients used in the previous invoice, but the information can be manually updated as needed.

💡 The messaging used for Automated Email Reminders cannot be customized. View each of the email reminder templates that are used here.

To send a manual email reminder for an existing invoice, navigate to the Invoices page. This can be completed from the main Invoices page or the specific project's Invoices page.

Once here, click on the ellipsis "..." icon to the far right of the invoice and select "Send Reminder".

A pop-up will appear, prompting you to select the contact(s) from the drop-down to whom you want to send the email reminder. The email's note can also be customized by clicking on +Add optional note before clicking Send.

The following messaging is included for each of the different Automated Reminder Emails.