Ditch the dull, generic invoice emails and actually connect with your clients. This guide shows you how to craft and manage custom invoice reminders using JustPaid's smart features—so your messages feel more like helpful nudges and less like boring bots.
Why Customize Invoice Reminders?
Personalized reminders can:
Enhance Client Relationships
Tailored messages show clients you value them, fostering trust.
Increase Payment Rates
Relevant and considerate reminders can prompt quicker responses.
Reflect Your Brand Voice
Maintain consistency in communication, reinforcing your brand identity.
Access Automatic Reminders in JustPaid
Create a New Reminder Template
Initiate a New Reminder
Click on "Create New Reminder" to start the customization process.
Choose the Trigger Event
Select the event that will trigger the reminder (e.g., 10 days after due date).
Select the Customer
Choose the specific customer for whom this reminder is intended. This allows for hyper-personalized communication.
Craft the Message
Use dynamic fields to personalize the content:
Compose the body of the message, ensuring it aligns with your brand's tone and the client's preferences.
Set the Timing
Define when the reminder should be sent relative to the due date (e.g., 10 days after due date).
Save the Template
Tip
Automate and Monitor Reminders
Activate the Reminder
Ensure the newly created reminder is active and assigned to the appropriate invoices.
Monitor Reminder Performance
Track the effectiveness of your reminders by observing client responses and payment times.
Refine as Needed
Based on performance, adjust the content, timing, or frequency of reminders to optimize results.
Note
You're all set!
By leveraging JustPaid's customizable invoice reminders, you can enhance client communication, encourage timely payments, and maintain a professional brand image. These tailored reminders act as gentle nudges, ensuring your invoices don't get lost in the shuffle and your cash flow remains steady.
