Client Reminders

Overdue Invoice Reminders

This feature is available on our Connect and Unlimited plans.

Are you still waiting on a payment from a client? You can send them an invoice reminder to prompt them to pay their overdue invoice. This can be setup by going to Settings > Client Reminders.

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Once a sent invoice has reached its due date, Jobber will send out an automatic reminder to your client by email asking them to pay the outstanding amount. The email will be sent to all the recipients who were sent the original invoice as shown in the client communications report. You can change the default due date for new invoices in your work settings, or on each invoice individually. The overdue invoice reminders are a global setting- they apply to all invoices. 

Want to wait a little longer before asking them to pay again? Under Settings > Client Reminders, go to Overdue Invoice Reminders you can change the Remind Client dropdown to be any number of days overdue. 

Note: Overdue invoice reminders will only work for new invoices after the feature is turned on.

Email Template

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The email template is also found in Settings > Client Reminders. It can be expanded in the Overdue Invoice Reminders section.

This is the body of the email that is sent along with a link to the Client Hub and a copy of the invoice PDF. The email template can be customized with variables that populate relevant information, or you can add your own custom text to make it your own. 

 

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