Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Setting Up Reminders for Invoices
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.
Automated Invoice 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.
Configure Reminder Frequency
After setting up your invoice reminders, choose whether they should be sent once or recur until payment is received.
Single Reminder: Select Once, ___ days after and enter the number of days after the due date when the reminder should be sent.
Recurring Reminder: Select Every ___ days, until paid and enter the number of days between reminders.
💰 If recurring invoice reminders are enabled, Monograph will continue sending reminder emails based on the frequency selected until the invoice is paid, marked as uncollectible, a payment is being processed, or reminders are turned off.
Set Default Invoice Reminders for All Projects
Set a default invoice reminder schedule for your entire organization by navigating to Settings > App Defaults.
When creating invoices, Monograph will automatically apply this default reminder setting to:
The first invoice created for a project, or
The next invoice for a project if the previous invoice did not have reminders enabled.
If the previous invoice on a project already had invoice reminders enabled, Monograph will continue using those same reminder settings automatically, maintaining the existing behavior.
💡 The messaging used for Automated Email Reminders cannot be customized. View each of the email reminder templates that are used here.
Manual Invoice Reminders
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.
Examples of Automated Reminder Emails
The following messaging is included for each of the different Automated Reminder Emails.
Automated Reminder Email before due date
Automated Reminder Email on due date
Automated Reminder Email after due date
